Developer API, privacy requests and audit

Where to find the technical and compliance tools that sit outside the Administration menu: API keys and webhooks, privacy requests, custom fields and activity records.

Contents: Who can use it · API keys and webhooks · Privacy requests · Custom fields · Activity and audit records · Example · FAQ

Who can use it

Administrators with the matching permissions. This page is a map: the detailed guides are in the CRM and HR sections.

API keys and webhooks

API keys and webhooks live inside CRM, not in the Settings app:

CRM → Clients → Developer API. It has API keys, Webhooks, API reference and the client Sync connections. Full guide: Sync connections and the Developer API.

Privacy requests

People can ask for a copy of their data, or for it to be erased. Handle those requests where the data lives:

Data	Where	Guide
Clients, leads, contacts	CRM → CRM settings → Privacy requests, and the privacy menu on a client or lead	Privacy and GDPR
Employees	HR → Privacy → Data subject requests, Consent records, Privacy settings	HR privacy

Custom fields

Add your own fields to records (for example a "Meter number" on clients) from the page where the record lives. See Custom fields.

Activity and audit records

Sensitive actions are recorded, for example a two-factor reset ("recorded in the activity log"), role changes and call-recording access. If you need an extract of these records for an audit, ask your 9bx contact.

Example scenario

Padma Net Support's developer builds a billing sync. Rafiq opens CRM → Clients → Developer API, creates a key and a webhook. A subscriber later asks for her data to be erased; Nusrat opens her client record's privacy menu and starts the request.

Troubleshooting and FAQ

I cannot find API keys under Administration. They are under CRM → Clients → Developer API.

The Developer API button is missing. Your plan or role does not include it.

Where is the audit log? If you need an extract of the activity records, ask your 9bx contact.

Related pages

Sync connections and the Developer API · Privacy and GDPR · HR privacy · Security