Store a client's portal credentials

Keep a client's ClicSEQUR and bank logins in an encrypted vault on their record, restricted to owners and managers, with every access logged.

Who this is for: owners and managers. Employees never see the credentials section, and the database refuses them regardless of the interface.

Before you start

• ClicSEQUR storage is a plan feature; below that plan the storage is unavailable.
• Only owners and managers can read or write stored credentials.

Steps

1. Open the client's record and go to their credentials section.
2. Enter the ClicSEQUR login (password and express code) and any bank logins (card number and password). Everything is stored encrypted.
3. To view a stored credential later, reveal it from the same section. Every reveal is recorded in the audit log (as is revealing a contact's SIN), so access stays traceable.
4. To update, type the new value and save. A field you leave empty keeps its stored value — editing never blanks an existing secret.

What can go wrong

• If you do not see the credentials section: your role does not have access; only owners and managers do.
• If you save with empty password fields: nothing is lost — empty means "keep what is stored."
• If you delete the client: their stored credentials are removed along with the rest of their record.

Limits

• Access is owner/manager only, enforced in the database, not just the interface.
• Every reveal of a decrypted credential is audited.
• Bulk imports never modify stored credentials.