Core CRM security hardening

Use cryptographically secure public tokens

This guide explains how public links and tokenised actions use secure unpredictable token generation. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Administrators and deployment engineersPermission: Core release / deployment authority
Jump to steps
Where to goAutomatic core protection — no separate staff menu route

What you’ll accomplish

Understand how public links and tokenised actions use secure unpredictable token generation. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

  1. Use the supported Britixo CRM release or workflow that produces this security control.
  2. Check the expected protection through an authorised test.
  3. Record the result in the deployment or security audit evidence.

Fields and options to review

  • System-generated token
  • Linked public action

Rules the system enforces

  • Tokens are generated by a cryptographically secure source.
  • Use the generated link exactly as issued and revoke the underlying public action when access should end.
  • A public token is a credential and must not be exposed in logs or unintended communications.

How to confirm it worked

  • The protection is active without weakening another security control.

Security, audit and troubleshooting checks

  • Use the exact authorised account, role and record before saving or sending.
  • Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
  • Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
  • Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.