Data, privacy and security
Configure 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.
Where to goAuthentication / Staff profile / Settings
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for configure password, session and two-factor security, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Authentication / Staff profile / Settings in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Security control, Staff/account scope, Enabled state, Session/authentication evidence.
- Complete Configure password, session and two-factor security using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Security control
Staff/account scope
Enabled state
Session/authentication evidence
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.