Core CRM security hardening

Apply client login throttling

Understand protection against repeated failed client-portal authentication attempts.

Audience: Administrators and deployment engineersPermission: Core release / deployment authority
Exact navigationAutomatic core protection — no separate staff menu route

What this guide covers

Understand protection against repeated failed client-portal authentication attempts. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Exact step-by-step process

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

Fields, choices and supported possibilities

  • Client contact authentication attempts

Code-backed validations and workflow rules

  • Repeated failed client logins are rate restricted independently of staff permissions.
  • Use the authorised password-reset flow instead of sharing another contact’s credentials.
  • Suspicious attempts should be reviewed in security audit evidence.

Expected result and verification

  • 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.