Apply Pixie CRM SaaS migration 040

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Apply the SaaS database component required by token and tenant hardening.

What this guide helps you do

Apply the SaaS database component required by token and tenant hardening. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

1. Use the supported Pixie CRM release or workflow that produces this security control.
2. Check the expected protection through an authorised test.
3. Record the result in the deployment or security audit evidence.

Fields and options

• Required SaaS migration number: 040

Rules and limits

• Deploy the matching Pixie CRM SaaS files.
• Run the supported module/database upgrade.
• Verify migration 040 completes.
• Test token lifecycle and controlled tenant provisioning.

Check it worked

• The protection is active without weakening another security control.

Security, audit and troubleshooting checks

• Use the exact authorised account, role and record before saving or sending.
• Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
• Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
• Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

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