Use secure HttpOnly and SameSite cookie defaults | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-secure-httponly-and-samesite-cookie-defaults
Publisher: Pixie Technologies LLC

Core CRM security hardening
Use secure HttpOnly and SameSite cookie defaults

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

This guide explains the hardened defaults applied to authentication and session cookies.

Audience: Administrators and deployment engineers; Permission: Core release / deployment authority; 

Where to goAutomatic core protection — no separate staff menu route

What this guide helps you do

Understand the hardened defaults applied to authentication and session cookies. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

- Use the supported Pixie CRM release or workflow that produces this security control.

- Check the expected protection through an authorised test.

- Record the result in the deployment or security audit evidence.

Fields and options

- Secure

- HttpOnly

- SameSite

Rules and limits

- Secure limits transport to HTTPS.

- HttpOnly prevents normal browser JavaScript from reading the cookie.

- SameSite restricts unintended cross-site delivery.

- Do not weaken cookie defaults to solve an unrelated integration problem.

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.

Related guides

Apply two-factor authentication throttling (https://pixiecrm.com/help-centre/apply-two-factor-authentication-throttling)Understand session regeneration improvements (https://pixiecrm.com/help-centre/understand-session-regeneration-improvements)Apply API request throttling (https://pixiecrm.com/help-centre/apply-api-request-throttling)Verify the corrected two-factor assignment flow (https://pixiecrm.com/help-centre/verify-the-corrected-two-factor-assignment-flow)