Security and Access

Controls over who can reach your organization's data, from where, and what gets recorded when they do.

Restricting access

• Access Blocks Explained — the idea
• How to Manage Access Blocks and Geo-Blocking — allowing specific addresses, blocking others, and restricting by country
• Detection Rules Explained and How to Configure Detection Rules — automatic responses to behavior that looks wrong

Seeing what happened

• How to Review System Access Logs — sign-ins, and what was reached

API keys

• How to Manage Public API Keys — for connecting your own systems to KamoCRM

Treat a key like a password. Anything holding it can act as your organization, and the only fix for a leaked key is replacing it.

Health information

If your organization handles medical information, this is where you say so.

• What Turning On PHI Handling Does — read before switching anything
• How to Turn PHI Handling On or Off — the switch itself
• The PHI Access Audit and How to Review the PHI Access Trail — every time somebody opened a patient record, and why

Turning PHI handling on changes behavior across the whole product, and it's not a setting to flip to see what happens. The concept article covers what changes.