# How to Configure the Sensitive Data Extension

> Configure the Sensitive Data extension in WHMCS: who can view the data, general options, translations, and important security notes.

Source: https://phox.wdes.org/docs/how-to-configure-the-sensitive-data-extension/
Last updated: 2026-10-01

![Sensitive Data Logo selection](https://phox.wdes.org/docs/assets/Sensitive-Data-Logo-selection.BN4oVxU0_VjWBl.webp)

All settings are in **Addons > Phox WHMCS Templates > Extensions > Sensitive Data > Settings**.

### Access & Display

![07 permissions](https://phox.wdes.org/docs/assets/07-permissions.DQOse6mk_Z138piv.webp)

Open **Settings > Access & 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 from the ticket page       |
| Manage       | Admin roles selected under **Access to Sensitive Data Extension** | Everything: add, edit, delete, settings and logs |
| None         | Any admin role not selected                                       | Cannot see anything                              |
| Client       | The ticket owner and allowed sub-accounts                         | Add, view and edit their own entry               |

If a role is selected in both lists, it gets **Manage** access.

**Departments.** 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.

Note: the admin role also needs access to the addon in **Setup > Staff Management > Administrator Roles**.

---

### General Options

![sensitive data settings general](https://phox.wdes.org/docs/assets/sensitive-data-settings-general.V3Xukgy1_21VIeg.webp)

Open **Settings > General**.

| Option                       | What it does                                                                |
| ---------------------------- | --------------------------------------------------------------------------- |
| Remove data on ticket close  | Deletes the entry when the ticket is closed. Off by default.                |
| Close mode: Automatic        | The entry is deleted as soon as the ticket is closed.                       |
| Close mode: Ask the customer | When the client closes the ticket, they choose whether to delete the entry. |
| Allow clients to remove      | Shows a **Remove** button to clients so they can delete their own entry.    |

---

### Translations

![sensitive data translation](https://phox.wdes.org/docs/assets/sensitive-data-translation.Bn0oowEy_Z1taDEp.webp)

Open **Settings > Translations** 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.

### Important

> **Warning:**
>
> – The saved data is encrypted using a key from your WHMCS **configuration.php** file. Always keep a backup of this file. If it is lost, the saved data cannot be recovered.

> **Warning:**
>
> – You are responsible for choosing which staff roles and departments can access the data. Review access from time to time and check the **Logs** tab when needed.