Incep Digital
GuidesIncep CRM handbook
Administration3 min read

Security

Authentication lives with your Incep Digital platform account, so most security settings are managed once and apply everywhere.

Two factor authentication

/dashboard/settings/security

Two factor authentication can be switched on for your account, using either an authenticator app or SMS. Once it is on, the CRM asks the platform to verify your second factor before letting you in.

Tip: Keep your backup codes somewhere other than the device running your authenticator app.

Stored credentials

/dashboard/automation/integrations

API keys and integration credentials are encrypted at rest and never displayed back in full once saved. If you lose one, replace it rather than trying to read it.