Workflow

Core CRM security hardening

Release, migration and operational guidance for the included core CRM security hardening.

25 connected guidesLive filterPermission-aware instructions
25 guides
Guide

Core CRM security hardening release overview

Core CRM security hardening release overviewUnderstand the complete security overlay, matched migrations and operational checks included in the core CRM update.

Open guide →
Guide

Use cryptographically secure public tokens

Use cryptographically secure public tokensUnderstand how public links and tokenised actions use secure unpredictable token generation.

Open guide →
Guide

Understand Argon2id password hashing

Understand Argon2id password hashingUnderstand the one-way password algorithm applied to newly created or changed credentials.

Open guide →
Guide

Understand transparent phpass password upgrading after login

Understand transparent phpass password upgrading after loginUnderstand how a valid legacy phpass password is re-hashed after successful authentication.

Open guide →
Guide

Apply staff login throttling

Apply staff login throttlingUnderstand protection against repeated failed staff authentication attempts.

Open guide →
Guide

Apply client login throttling

Apply client login throttlingUnderstand protection against repeated failed client-portal authentication attempts.

Open guide →
Guide

Apply API request throttling

Apply API request throttlingUnderstand rate controls protecting authenticated and token-based API traffic.

Open guide →
Guide

Apply two-factor authentication throttling

Apply two-factor authentication throttlingUnderstand rate controls protecting repeated 2FA-code submissions.

Open guide →
Guide

Use secure HttpOnly and SameSite cookie defaults

Use secure HttpOnly and SameSite cookie defaultsUnderstand the hardened defaults applied to authentication and session cookies.

Open guide →
Guide

Understand session regeneration improvements

Understand session regeneration improvementsUnderstand improved session-identifier replacement around authentication and security-sensitive state changes.

Open guide →
Guide

Verify the corrected two-factor assignment flow

Verify the corrected two-factor assignment flowConfirm that 2FA setup and assignment apply to the intended account.

Open guide →
Guide

Understand restricted CSRF exclusions

Understand restricted CSRF exclusionsUnderstand why only explicitly required endpoints may bypass CSRF checks.

Open guide →
Guide

Understand one-way SaaS API-token storage

Understand one-way SaaS API-token storageUnderstand why SaaS API tokens are stored as non-recoverable server-side representations.

Open guide →
Guide

Manage API-token expiry, revocation, rotation and usage metadata

Manage API-token expiry, revocation, rotation and usage metadataUse the complete API-token lifecycle added by the security release.

Open guide →
Guide

Configure trusted reverse-proxy handling safely

Configure trusted reverse-proxy handling safelyAllow forwarded connection information only from approved proxy addresses.

Open guide →
Guide

Enforce production TLS certificate verification

Enforce production TLS certificate verificationUnderstand mandatory certificate and hostname verification for production outbound connections.

Open guide →
Guide

Review security headers and CSP report-only mode

Review security headers and CSP report-only modeReview response security headers and the initial Content Security Policy reporting mode.

Open guide →
Guide

Use central security audit logging

Use central security audit loggingUse the consolidated event trail for security-sensitive activity.

Open guide →
Guide

Apply upload and installer web-server protections

Apply upload and installer web-server protectionsProtect uploaded content and installer locations from direct execution or unsafe public access.

Open guide →
Guide

Apply Core migration 342

Apply Core migration 342Apply the core database component required by the hardening release.

Open guide →
Guide

Apply Britixo SaaS migration 040

Apply Britixo SaaS migration 040Apply the SaaS database component required by token and tenant hardening.

Open guide →
Guide

Verify the updated future-tenant database seed

Verify the updated future-tenant database seedConfirm newly provisioned SaaS tenants receive the hardened baseline.

Open guide →
Guide

Confirm removal of unnecessary runtime development artefacts

Confirm removal of unnecessary runtime development artefactsVerify that development-only material is absent from the production runtime overlay.

Open guide →
Guide

Run the post-upgrade security verification checklist

Run the post-upgrade security verification checklistVerify every included hardening item before closing the release change.

Open guide →
Guide

Troubleshoot a core security hardening deployment

Troubleshoot a core security hardening deploymentDiagnose security-release failures without disabling the new controls.

Open guide →