{"id":2548,"date":"2026-10-01T15:15:41","date_gmt":"2026-10-01T15:15:41","guid":{"rendered":"https:\/\/phox.whmcsdes.com\/docs\/?p=2548"},"modified":"2026-10-01T17:29:25","modified_gmt":"2026-10-01T17:29:25","slug":"how-to-configure-the-sensitive-data-extension","status":"publish","type":"post","link":"https:\/\/phox.whmcsdes.com\/docs\/how-to-configure-the-sensitive-data-extension\/","title":{"rendered":"How to Configure the Sensitive Data Extension"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"256\" height=\"256\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection.png\" alt=\"\" class=\"wp-image-2542\" style=\"width:100px;height:auto\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection.png 256w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection-150x150.png 150w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">All settings are in <strong>Addons &gt; Phox WHMCS Templates &gt; Extensions &gt; Sensitive Data &gt; Settings<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Access &amp; Display<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"657\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-1024x657.png\" alt=\"\" class=\"wp-image-2571\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-1024x657.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-300x192.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-767x492.png 767w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-1536x985.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-780x500.png 780w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-390x250.png 390w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/07-permissions-2048x1313.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Settings &gt; Access &amp; Display<\/strong> to choose who can see the data.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>Access level<\/th><th>Who gets it<\/th><th>What they can do<\/th><\/tr><tr><td>View<\/td><td>Admin roles selected under <strong>Access in WHMCS Admin Area<\/strong><\/td><td>Show and copy entries from the ticket page<\/td><\/tr><tr><td>Manage<\/td><td>Admin roles selected under <strong>Access to Sensitive Data Extension<\/strong><\/td><td>Everything: add, edit, delete, settings and logs<\/td><\/tr><tr><td>None<\/td><td>Any admin role not selected<\/td><td>Cannot see anything<\/td><\/tr><tr><td>Client<\/td><td>The ticket owner and allowed sub-accounts<\/td><td>Add, view and edit their own entry<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If a role is selected in both lists, it gets <strong>Manage<\/strong> access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Departments.<\/strong> Select the support departments that use the extension. Clients see the Sensitive Data tab only in these departments. View admins can only open entries in these departments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Note: the admin role also needs access to the addon in <strong>Setup &gt; Staff Management &gt; Administrator Roles<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">General Options<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-1024x484.png\" alt=\"\" class=\"wp-image-2574\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-1024x484.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-300x142.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-767x362.png 767w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-1536x725.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-settings-general-2048x967.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Settings &gt; General<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>Option<\/th><th>What it does<\/th><\/tr><tr><td>Remove data on ticket close<\/td><td>Deletes the entry when the ticket is closed. Off by default.<\/td><\/tr><tr><td>Close mode: Automatic<\/td><td>The entry is deleted as soon as the ticket is closed.<\/td><\/tr><tr><td>Close mode: Ask the customer<\/td><td>When the client closes the ticket, they choose whether to delete the entry.<\/td><\/tr><tr><td>Allow clients to remove<\/td><td>Shows a <strong>Remove<\/strong> button to clients so they can delete their own entry.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Translations<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"702\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-1024x702.png\" alt=\"\" class=\"wp-image-2577\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-1024x702.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-300x206.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-767x526.png 767w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-1536x1053.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-220x150.png 220w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/sensitive-data-translation-2048x1404.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong>Settings &gt; Translations<\/strong> to change the text clients see, such as the tab name, placeholder, descriptions and alerts. You can set one value per language. An empty value uses the English text.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Important<\/h3>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">&#8211; The saved data is encrypted using a key from your WHMCS <strong>configuration.php<\/strong> file. Always keep a backup of this file. If it is lost, the saved data cannot be recovered.<\/p>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">&#8211; You are responsible for choosing which staff roles and departments can access the data. Review access from time to time and check the <strong>Logs<\/strong> tab when needed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>All settings are in Addons &gt; Phox WHMCS Templates &gt; Extensions &gt; Sensitive Data &gt; Settings. Access &amp; Display Open Settings &gt; Access &amp; Display to choose who can see the data. Access level Who gets it What they can do View Admin roles selected under Access in WHMCS Admin Area Show and copy entries [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[128],"tags":[],"class_list":["post-2548","post","type-post","status-publish","format-standard","hentry","category-sensitive-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Configure the Sensitive Data Extension - Phox Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/phox.whmcsdes.com\/docs\/how-to-configure-the-sensitive-data-extension\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Configure the Sensitive Data Extension - Phox Documentation\" \/>\n<meta property=\"og:description\" content=\"All settings are in Addons &gt; Phox WHMCS Templates &gt; Extensions &gt; Sensitive Data &gt; Settings. 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