Knowledge Base

Data security matters for every business that handles customer data. The security dashboard gives you a clear view of who’s accessing your Pipedrive account, what devices they’re using, and whether any security risks need your attention.

Understand your account’s security dashboard

Open the account menu in the top right corner and go to Company settings > Security center > Dashboard.

Monitor account activity in real time

The right now section shows who’s currently logged in to your Pipedrive account. Click a metric to see the full list behind it.

• Users logged in – A list of users logged into your Pipedrive company account and their locations. You can also see the number of offline users and the time each was last logged out.
• Unique locations – The number of devices logged in by location, listed from most to least devices

Review login activity from the past 7 days

The last 7 days section summarizes security-related activity in your account over the past week. Click a metric to see the full details behind it.

• New devices – The new devices used to log in over the past 7 days, which users logged in with them, and when
• New locations – The new locations devices logged in from over the past 7 days, which users logged in from them, and when
• Security events – The number and type of security events related to your company’s users over the past 7 days. On the Ultimate plan you can open the audit log section to see these events in detail.
• Force logouts – The number of times someone clicked “Log out” or “Log out all” from the devices or security dashboard page, which devices were logged out and when

Assess and reduce security risks

The security assessment section reports potential security vulnerabilities, based on your current access and permission settings.

Click “See what you can improve” to see the full list of measures Pipedrive uses to assess your account’s security.

Each measure is categorized as high-risk, low-risk, or non-issues. If Pipedrive finds any high– or low-risk issues, you’ll see alerts and suggestions to help reduce that risk.

Each suggestion links you directly to where you can act on it. For example, you might see “Review permissions” to adjust user permissions, “Users and Access” to manage who has access to your account, or “Enable 2FA” to turn on two-factor authentication.

Click the info icon next to any measure to see a tooltip explaining how to improve that specific security measure.

Go deeper with device and audit details

Manage devices currently logged in

The active devices section lists every device currently logged in to your Pipedrive account.

Each device entry includes:

• User – The name of the user logged in
• Device – The device used to log in
• Location – The location the device logged in from, and its IP address
• Login – The date and time of login, and the method used
  • (30d) means the user clicked “Remember me” when they logged in and will stay logged in for 30 days.
  • (12h) means the user didn’t click “Remember me” and will be logged out automatically after 12 hours.

Use the filter to see devices for a specific user. Click “…” to force log out all filtered devices or export the list to a spreadsheet.

You can also log a device out manually by clicking “Log out” next to its entry.

Review past device logins

The device history section lists every device used to log in to your Pipedrive account over the past two months.

Each device entry includes:

• User – The name of the user logged in
• Device – The device used to log in
• Location – The location the device logged in from, and its IP address
• Login – The date and time of login, and the method used
• Logout – The date and time of logout, and whether the logout was manual or happened through expiration

Use the filter in the top-right corner to see device history for a specific user and time frame. Click “…” to export your filtered results to a spreadsheet.

Track security-related changes

The audit log section lists every security-related change made in your account over the past two months.

Configured security alerts can be tracked under the alerts tab within the audit log.

Each event entry includes:

• User – The user’s name
• Event – The security-related event that occurred
• Type – The type of security-related event
• Time – The date and time of the event

Use the filter to display results by user, event type or time frame. Click “…” to export your filtered results to a spreadsheet.

Get monthly security summaries by email

At the start of each month, users with account settings access receive a summary email of security activity from the previous month.

The summary email includes the number of new devices, new locations, security events, forced logouts, and high-risk and low-risk security vulnerabilities found that month.

If anything in the summary needs a closer look, click “Go to dashboard” to open the security dashboard directly in your Pipedrive account.