Pipedrive offers numerous security-related features to give you full transparency of how and when your data is being accessed.
Admin users can set up Permission Sets to control what other users can do in Pipedrive, such as deleting deals or editing custom fields. You can see the full list of actions that can be controlled via Permission sets in this article. The number of permission sets you have depends on the plan you are on.
While Permission sets control what users can do in Pipedrive, Visibility groups control what deals, contacts, and products users can see. Creating visibility groups is useful if you want certain users to not see specific information in your company account. The number of visibility groups you have also depends on the plan you are on.
The 2FA feature adds an extra layer of security to confirm that the user trying to log into Pipedrive is actually who they say they are.
When 2FA is enabled, logging into Pipedrive will prompt an email to be sent to the email address you use to log into Pipedrive. This email will contain information about the login attempt as well as a verification link that will allow you access to your Pipedrive account.
Many large companies use a third-party SSO service such as Okta and Azure AD to allow users to securely authenticate and log into multiple applications with just one set of login credentials.
Pipedrive's Single sign-on feature will allow you to add Pipedrive to the SSO provider your company has set up, allowing for a stress-free Pipedrive login experience for users and a more secure way of for administrators to control user access.
The Security Dashboard feature will provide full-transparency of user access information and security-related activity that occurs in your company account. The following features are available on our professional and enterprise plans.
On Pipedrive's essential and advanced plans, you will not have access to all of these features, but you will have a security dashboard displaying:
With the Security Rules feature, admin users of a Pipedrive company account can enforce access restrictions to ensure that business data is only available to the right people at the right place and time.
The Security Alerts feature will allow admins users to set up email notifications according to security-related events that occur in the company account. The alerts can be configured to send out in live time or in regular daily or weekly intervals.