Product Notes and Secrets
Create and store non-sensitive and sensitive information on products and services
Product notes
You and your team can add and view non-sensitive notes about products or services directly in the client area. These notes are ideal for sharing useful details, reminders, or updates with your staff or the organisation team.
Example: You can record special client requests, troubleshooting tips, or recent changes. Notes keep everyone informed and organised without cluttering support tickets or emails.
Product notes
Product secrets
Product secrets store sensitive information like credentials and passwords securely using AES-256 encryption.
Only authorised users can access this data, ensuring strong protection and compliance. Secure sharing helps teams work efficiently while maintaining client trust.
Product secrets
- Secret Label: A simple, user-friendly name that identifies the secret (e.g., Server Root Password or Client X API Key) without exposing its value. Clear labels help teams find and manage secrets easily, especially across multiple clients or products.
- Secret Value: The actual sensitive data, such as passwords or tokens, is stored securely and encrypted by Upmind. Only authorised users can access or use the secret, protecting your business and client data at all times.
If the provision blueprint is set to Manual, clients can use product notes and secrets to store the sensitive data.
Updated 1 day ago