What it covers
Use controlled reveal and step-up flows rather than placing sensitive values in ordinary records.
Customisation and integrations
NovaPass
Manage governed credential access within the service workspace.
How it works
Keep governed credentials out of ordinary records
Manage credential access within the service workspace using controlled reveal and step-up flows. Sensitive values stay inside a purpose-built access path rather than notes or general customer fields.
In practice
Use a deliberate reveal flow with additional verification where required.
When to use it
Useful situations
- Keep a governed credential out of customer notes.
- Use step-up verification before a sensitive reveal.
- Review credential access inside the service workspace.
A working path
How the work moves
Store
Create the credential entry in the dedicated NovaPass workflow.
Request
Open the controlled reveal path when authorised work requires it.
Verify
Complete any required step-up check and use the value only for the approved task.
Illustrative scenario
vendor portal access
A service lead uses NovaPass to reveal a vendor credential through the governed flow instead of copying it into a ticket comment. The controlled path keeps the credential out of ticket text and email drafts, while the authorised person can still access it when the approved support task genuinely requires it.
Before you start
What to check
- Sensitive values must not be pasted into ordinary CRM fields or logs.
- Reveal and access controls follow the workspace's configured permissions.
Can NovaPass replace safe handling practices?
No. It provides a controlled workflow; teams still need appropriate access discipline.
Why use a separate record type?
It keeps credential access out of general customer and service notes.
Get started
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