Redactify Documentation on OrangeMage Knowledge Base

Installation

Mon, 01 Jan 0001 00:00:00 +0000

Installing Redactify#

Getting started with Redactify is a quick process that takes only a few minutes.

Requirements#

You must be a Super Admin in your HubSpot portal to install Redactify.
Ensure you are logged into your HubSpot account before beginning the installation.

Installation Steps#

Initiate the Install: Navigate to the OrangeMage Apps page and click on Install Redactify. You will be redirected to the HubSpot OAuth authorization page.
Select Your Portal: Choose the HubSpot portal where you want to install Redactify.
Grant Permissions: Review the requested permissions. Redactify requires access to read and update engagement records (emails, notes, tasks, meetings, calls) to perform its redaction duties. Click Connect App.
Configuration: Once installed, you will be redirected to the Redactify settings page within your HubSpot portal to configure your redaction patterns.

Post-Installation#

Once installed, Redactify runs entirely in the background. It will automatically listen for new engagement records and scan them based on your configured rules.

Configuration

Mon, 01 Jan 0001 00:00:00 +0000

Configuring Redactify#

Redactify’s power lies in its flexible configuration. You decide exactly what sensitive data to detect and how the system responds when it finds a match.

Recommended Pattern Library#

Redactify ships with no active patterns. A freshly installed portal redacts nothing until you add rules. To get protection on day one, copy the recommended pattern library below into the Redactify settings page during install — these are the patterns we’ve found cover the most common PII cases across HubSpot engagement data.

Audit Trail

Mon, 01 Jan 0001 00:00:00 +0000

Sealed Audit Trail#

Compliance requires not just protecting data, but proving that you have protected it. Redactify provides a comprehensive, sealed audit trail for every redaction event.

What is Logged?#

Whenever Redactify detects sensitive data and executes an action (Redact, Clear, or Delete), an immutable record is created in the audit log. The log captures the following metadata:

Record ID: The unique HubSpot ID of the engagement record that was altered.
Timestamp: The exact date and time the redaction occurred.
Matched Patterns: The specific rules that triggered the action (e.g., Built-in: SSN or Custom: Internal Project Code).
Applied Action: The action taken by Redactify (Redact, Clear, or Delete).
Originating User: Information on who originally created the engagement record (if available).

Sealed for Compliance#

The most important feature of the audit trail is what it does not contain.

FAQ

Mon, 01 Jan 0001 00:00:00 +0000

Frequently Asked Questions#

What types of data can Redactify detect?#

Redactify ships with a recommended pattern library covering SSNs, credit cards, API keys, bearer tokens, EINs, phone numbers, and common PII keywords. The library is not active by default — you copy the patterns you care about into Redactify’s settings during install. You can also add custom regex patterns for proprietary formats or industry-specific identifiers.

Is the original data stored anywhere?#

No. Redactify permanently redacts the sensitive information from the record and provides a sealed audit trail for compliance purposes. The sensitive text itself is never stored by Redactify or OrangeMage.