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Core CRM security hardening

Troubleshoot a core security hardening deployment

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

Diagnose security-release failures without disabling the new controls.

Audience: Administrators and deployment engineersPermission: Core release / deployment authority
Jump to steps
Where to goSupported Pixie CRM deployment and database-upgrade process — no staff menu route

What this guide helps you do

Diagnose security-release failures without disabling the new controls. 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

  • Exact timestamp and route
  • Expected/actual version
  • Migration state
  • Security/audit evidence

Rules and limits

  • Verify the deployed code, migrations and seed versions match.
  • Check application, web-server and central security logs.
  • Correct proxy trust, certificate chains, cookie domain or integration configuration as applicable.
  • Do not resolve faults by disabling TLS, throttling, CSRF, secure cookies, auditing or upload protections.

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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