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Security Dashboard

Note: The Security Dashboard feature is one of the many useful features of Pipedrive's Professional and Enterprise plans. To learn how to switch plans, click here
The Security Dashboard is only visible by default to admin users. Visibility of the Security Dashboard for regular users can be turned on by Admin Users under permissions.


Data security is one of the most important components of any customer-facing business. 
With the Security Dashboard feature, you will be given full transparency of user access and security-related activity in your Pipedrive company account, as well as tips on how to improve the security settings of your data.

 

To see the Security Dashboard of your Pipedrive company account, go to Settings > Securtiy center > Dashboard

In the first section of your dashboard, you will be able to see information related to user access in your Pipedrive company account.
You can hover over and click each of the sections to see more information.

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Right Now

  • Users logged in
    A list of users logged into your Pipedrive company account at that moment and their locations. You can also see the number of offline users and the time they were logged out.
  • Unique locations
    The number of devices logged in by location, in descending order.


To find out more about the devices and users currently logged into your company account, you can click on the Active devices section in the bottom section of the dashboard. 


Last 7 days

  • New Devices
    The number of new devices that were used to log in in the past 7 days, which users logged in with these devices, and the login time.
  • New locations
    A list of new locations the devices had logged in from in the past 7 days, which users logged in under these locations, and the login time.
  • Security events
    The number and type of security events related to and done by your company users in the past 7 days. To see these events, click on the Audit Log in the bottom section of the dashboard.
  • Force logouts
    The number of times the Log out or Log out all buttons had been clicked from the Devices or Security Dashboard page, which devices were logged out as a result, and the time and date they were logged out.  

 

Security Assessment

This Security Assessment section will give you a report on what Pipedrive believes are potential security vulnerabilities in your Pipedrive company account, based on current access and permission related user settings.

The measures are categorized as High-Risk Issues, Low-risk Issues, or Non-Issues. If there are any High-Risk or Low-Risk issues, alerts and suggestions will be provided to help decrease the amount of security risk that is detected in your company account. 

To see the measures that Pipedrive uses to assess account security, you can click on See what you can improve. 

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Clicking on Review Permissions will bring you directly to the company's permission settings so you can adjust your user permissions accordingly.
Clicking on the question mark icon next to each measure will provide a tooltip from Pipedrive on how you can improve this particular security measure in your company settings.

Note: Depending on the nature and setup of your business, the security alerts and tips suggested may not be of critical urgency to your company account. We recommend looking over the measures to see which ones may be the most relevant to you before making any permission or setting changes. 

 

Active Devices

Under Active devices, you will be able to see all of the devices that are currently logged into your Pipedrive company account.  

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The following fields are provided for each device entry:

  • User
    The user logged in with that device and the permission level they are on.
  • Device
    The device used to log in.
  • Location
    The location that the device logged in from and the IP address.
  • Login
    The date and time of login and the method used to log in. 
    (30d) means the user had clicked the “remember me” button when logging into Pipedrive and will stay logged in for 30 days.
    (12h) means the user had not clicked the “remember me” button when logging into Pipedrive and will be automatically logged out after 12 hours.


If you hover over the device entry, you will be able to manually log that device out by clicking the Log Out button that appears on the right side.

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The filter button in the top right corner will give you the option to choose which user you wish to see. If you want to force log out all of the filtered devices or export this list to a spreadsheet, you can click on the  icon.

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Device history

Under Device history, you will be able to see a list of all of the devices that have been used to log into your Pipedrive Company account in the past two months. 

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The following fields are provided for each device entry:

  • User
    The user logged in with that device and the permission level they are on.
  • Device
    The device used to log in.
  • Location
    The location that the device logged in from and the IP address.
  • Login
    The date and time of login and the method used to log in.
  • Logout
    The date and time of logout and the method used to log out. The method of logout can either be manually or through expiration. 

 

The filter button in the top right corner will give you the options to choose which user and time frame you wish to see. The … button will also allow you to export your filtered results to a spreadsheet.

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Audit Log

Under the Audit log section, you will be provided with a log of all of the security-related changes made in your company account by any user in the past two months. 

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The following fields are provided for each security-related event:

  • User
    The user name and permission level they are on.
  • Event
    The security-related event that occurred.
  • Type
    The type of security-related event that occurred.
  • Time
    The date and time of the security-related event.


In the top right corner, you can filter for the user, type of security event, and time frame. The button will also allow you to export your filtered results to a spreadsheet.

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Security Dashboard summary emails

At the beginning of each month, all admins and users with permission to see the Security Dashboard will get an email with a summary of security-related events that occurred in the previous month. 

This email will present the number of new devices, new locations, security events, forced logouts, as well as high and low-risk security vulnerabilities.

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If there's anything worth further investigating, you can click on Security Dashboard to be brought directly to the security page in your Pipedrive account. 

Questions? 

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