Pixie CRM guide collection
Data, privacy and security
Work safely with permissions, audit history, privacy controls, exports and sensitive CRM information.
Configure GDPR and consent purposes
Practical Pixie CRM instructions for configure gdpr and consent purposes, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideRecord and review contact consent
Record and review contact consent in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideHandle a data removal request
Use this Pixie CRM guide to handle a data removal request. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideExport CRM data
Export CRM data in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate and restore database backups safely
Practical Pixie CRM instructions for create and restore database backups safely, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideReview the activity log
Practical Pixie CRM instructions for review the activity log, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideConfigure password, session and two-factor security
Configure password, session and two-factor security in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideManage spam filters and blocked senders
Practical Pixie CRM instructions for manage spam filters and blocked senders, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUpload a secure HR document
Upload a secure HR document in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUnderstand retention and deletion boundaries
Practical Pixie CRM instructions for understand retention and deletion boundaries, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideUse cryptographically secure public tokens
Use this Pixie CRM guide to use cryptographically secure public tokens. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUnderstand Argon2id password hashing
A clear Pixie CRM walkthrough for understand argon2id password hashing, with the screen path, field checks and post-save verification.
Open guide →GuideUnderstand transparent phpass password upgrading after login
Understand transparent phpass password upgrading after login in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideApply staff login throttling
Apply staff login throttling in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideApply client login throttling
Use this Pixie CRM guide to apply client login throttling. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideApply API request throttling
Practical Pixie CRM instructions for apply api request throttling, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideApply two-factor authentication throttling
A clear Pixie CRM walkthrough for apply two-factor authentication throttling, with the screen path, field checks and post-save verification.
Open guide →GuideUse secure HttpOnly and SameSite cookie defaults
Use this Pixie CRM guide to use secure httponly and samesite cookie defaults. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUnderstand session regeneration improvements
Use this Pixie CRM guide to understand session regeneration improvements. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideVerify the corrected two-factor assignment flow
A clear Pixie CRM walkthrough for verify the corrected two-factor assignment flow, with the screen path, field checks and post-save verification.
Open guide →GuideUnderstand restricted CSRF exclusions
A clear Pixie CRM walkthrough for understand restricted csrf exclusions, with the screen path, field checks and post-save verification.
Open guide →GuideUnderstand one-way SaaS API-token storage
A clear Pixie CRM walkthrough for understand one-way saas api-token storage, with the screen path, field checks and post-save verification.
Open guide →GuideManage API-token expiry, revocation, rotation and usage metadata
Use this Pixie CRM guide to manage api-token expiry, revocation, rotation and usage metadata. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideEnforce production TLS certificate verification
Practical Pixie CRM instructions for enforce production tls certificate verification, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideReview security headers and CSP report-only mode
Review security headers and CSP report-only mode in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUse central security audit logging
Use central security audit logging in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
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