Team Password Manager
Section: Settings & Administration
URL:/admin/team_password
Page title: Team Password Manager
Overview
Team Password Manager is a shared credential vault for storing and distributing passwords, bank account details, credit card numbers, server credentials, email logins, and software licences within your team. All entries are encrypted and access is permission-controlled.
Business value
Eliminates insecure practices like sharing passwords via email or chat. A single encrypted vault accessible to the right people at the right time reduces security risk without slowing down operations.
- Who uses it: IT admins, team leads, finance, operations, all staff (per permissions)
- Key benefit: Secure, centralised credential sharing that replaces spreadsheets and sticky notes with an auditable, encrypted system.
- Metrics it influences: Credential exposure incidents, onboarding time for new staff, time to retrieve shared credentials
Typical use cases:
- IT admin stores server SSH credentials so the DevOps team can access them securely
- Finance stores bank account details shared across the finance team
- Account manager retrieves a client's shared portal login without asking someone else
- New staff member gets access to team credentials on day one through role-based permissions
Accessing this module
From the admin sidebar, navigate to Team Password, or open the URL directly:
/admin/team_password
Supported credential types
| Type | Fields stored |
|---|---|
| Password | Title, username, password, URL, notes |
| Bank Account | Bank name, account number, IBAN, BIC/SWIFT, notes |
| Credit Card | Card holder, number, expiry, CVV, notes |
| Server | Host, username, password, port, connection type, notes |
| Email Account | Email address, password, IMAP/SMTP settings, notes |
| Software Licence | Product name, licence key, purchase date, notes |
Common actions
- Add credential — choose the type, fill in the details, and assign a category.
- Organise by category — group related credentials (e.g. "Client Portals", "Internal Systems") for easy retrieval.
- Set access permissions — control which staff roles or individuals can view or edit each entry.
- Share with client — optionally expose specific entries to client portal users (e.g. shared login for a joint system).
- Link to contract — associate a credential with a client contract record for traceability.
- Edit or rotate — update credentials when passwords change; history is preserved.
Source: crm-connect-main/app/modules/team_password