Base de ConhecimentoPrivacidade e segurançaRecursos de segurançaSecurity Dashboard
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.
Sections
To see the Security Dashboard of your Pipedrive company account, go to Settings > Security 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.
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.
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.
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.
Under Active devices, you will be able to see all of the devices that are currently logged into your Pipedrive company account.
The following fields are provided for each device entry:
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.
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.
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.
The following fields are provided for each device entry:
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.
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. Configured Security alerts can be tracked under the Alerts tab.
The following fields are provided for each 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.
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.
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.
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