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Security & Control

Add clear safeguards to account access.

Account security needs to work during an ordinary day and when someone loses access. Pixie CRM lists two-factor authentication and session controls as part of its security capabilities. A considered setup makes the expected sign-in journey clear and gives the team a controlled way to handle exceptions.

Security & 2FA · an example workflow
01Customer context02Team action03Result checked
  1. 01Customer context
  2. 02Team action
  3. 03Result checked

Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.

Plan the full access journey

Confirm the available authentication methods for your deployment and decide which users require additional verification. Explain enrolment and recovery before staff begin using the system. Review session behaviour on shared devices and how people end a session when their work is finished. Administrators need appropriate controls for account changes, particularly where a role can manage users, export information or alter configuration.

Make recovery a controlled process

A lost device or changed email address should not lead to an informal bypass of the account checks. Agree who verifies a recovery request and what evidence is appropriate, without asking users to send passwords or verification codes through ordinary messages. Review account activity and permission changes alongside the access controls. Two-factor authentication reduces particular risks, but it does not replace careful permissions, device security or staff awareness.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Which second-factor methods are available?

Confirm the methods supported by the deployed Pixie CRM configuration and any connected identity service. The team should demonstrate enrolment, sign-in and recovery for the method you intend to use.

Does enabling 2FA make an account impossible to compromise?

No security control provides that guarantee. Additional verification works alongside sensible permissions, protected devices, appropriate session handling and a clear response to suspicious activity.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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Put it into practice with Pixie CRM

Explore the tasks behind Security & 2FA. Check the guide against your enabled modules and role, then confirm the result in your workspace.

Find modules, practical guidance and support.

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