Settings

Configure CRM settings and preferences

Security Settings

Manage security and compliance settings

Mask Tax File Numbers

Show only last 3 digits of TFN

Mask Identification Numbers

Require "Reveal" action to view full ID numbers

Enable Audit Log

Track all user actions and data access

Confirm Before Download

Require confirmation before downloading sensitive PDFs

Audit Log

Recent security-related activities

Alex Chen viewed client details

2 hours ago

Emma Davis downloaded PDF

Document: Application Summary PDF · 5 hours ago

Sarah Park revealed sensitive data

Client: Sarah Mitchell (APP-1247) · 1 day ago