Credentials are the data that prove a user's identity and grant access to a system: username and password, access token, API key or digital certificate. Credentials management means creating, distributing, rotating and revoking them in a controlled way. In CRMconnect every user has their own credentials, with roles and data-level permissions, and access revocation is instant when someone leaves.
Credentials are any element used to prove identity in a system. In IT practice there are four categories:
A CRM holds the customer base, negotiated prices and the sales pipeline - exactly the data most likely to walk out with a departing employee. Common habits in smaller companies (a shared team account, a password in a shared file) make both auditing and real revocation impossible.
Every person gets their own account, and data access is granted through roles rather than generic logins.
Never share accounts between reps, enable 2FA for roles with export rights, rotate integration keys when you change vendor or integrator, and include CRM access revocation in the offboarding checklist - the same day, not the same month.
Credentials are the data a user presents to prove identity and gain access to a system: username and password, 2FA code, digital certificate, API key or access token.
They are the elements a system verifies before letting someone in. Authentication confirms who you are (credentials); authorisation defines what you may do (roles and permissions).
Credentials prove identity, permissions define rights. You can hold valid credentials and still not see another team's data if your role does not grant it.
An admin disables the account and access is cut immediately across all active sessions. Activity history stays in the CRM so the customer relationship continues.
They are stored encrypted, are not visible in the interface after saving, and can be rotated at any time without stopping synchronisation.
Roles, 2FA, access logs and instant revocation - configured from day one.