Credentials Vault

Securely store and manage client credentials such as login details, API keys, and access tokens. All data is encrypted and access is role-based.

Overview

The Credentials Vault has two tabs:

• Schemas -- define the structure of credential types
• Credentials -- store actual credentials per client

Creating a Schema

1. Go to Operations > Credentials.
2. Open the Schemas tab.
3. Click New Schema.
4. Name the schema (e.g., "Web Hosting Login").
5. Add fields such as Username, Password, and URL.
6. Click Save.

Storing Credentials

1. Open the Credentials tab.
2. Click Add Credential.
3. Select the client and the schema to use.
4. Fill in the field values.
5. Click Save.

The credential is encrypted and stored. Only users with the appropriate role permissions can view or edit it.

Security

• All credentials are encrypted at rest.
• Access is controlled through Roles & Permissions -- configure who can view, create, or edit credentials in Settings > Roles.