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Public endpoints and data flow

Understand restricted public CSRF exclusions

Only the module’s required public collection/chat/voice endpoints are excluded through its filter.

Audience: CRM administrators, authorised service and sales staff, privacy teams and website implementersPermission: Technical administratorModule v1.4.0
Jump to steps
Where to goVisitor Intelligence public routes
Before you start
  • Verify the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide helps you do

Only the module’s required public collection/chat/voice endpoints are excluded through its filter. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to Visitor Intelligence public routes.
  2. Select the record or action required for understand restricted public csrf exclusions.
  3. Complete the displayed fields and choices described in this guide.
  4. Save, submit, approve or confirm the action as shown on screen.
  5. Refresh the relevant list, record or report and verify the expected result.

Fields and options

WorkspaceVisitor Intelligence public routes
ActionOnly the module’s required public collection/chat/voice endpoints are excluded through its filter.

Rules and limits

  • Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
  • Core CRM record permissions and module permissions are both enforced where the code checks them.

Check it worked

  • The understand restricted public csrf exclusions action completes without a validation or permission error.
  • The affected record, stock balance, response, session or style reflects the saved state.
  • Audit, notification, report or portal evidence appears only where the module code creates it.

Security, privacy and operational checks

  • Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
  • Grant only the minimum module and core CRM capabilities needed for the task.
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