Protect your personal data with 2-Factor Authentication (2FA)

Online security represents an important priority: for this reason, Pipedrive allows you to protect your data and those of your company through the so-called 2-factor authentication. 

Whether you are an admin user of the company's Pipedrive account or you are a user that would like to start using this CRM, it is important that you understand and know the security functions of this CRM.  

These functions allow you to apply some limitations to your Pipedrive account accesses, so you can guarantee that your personal data are stored safely and are available only to the right users.  

You can activate these rules by going to settings > Security center > Rules. 

2-Factors Authentication (2FA)

This option adds an additional security level in order to confirm that the user that wants to access Pipedrive is who he affirms he is. 

Let's see how to enable it in four simple steps: 

1. Go to settings
2. Password and Login
3. 2FA
4. Enable the function for your Pipedrive account

When you'll have enabled the process, you'll receive an email with a verification link that you'll use to access Pipedrive. You'll also receive some info regarding the place where the request is coming from. 

Attention: 2FA cannot work together with the function "access with Google" or with Single Sign-On of the Advanced plan, Professional Plan and Enterprise, we advise you to choose the option that best reflects your company's needs. 

We have seen one of the basic functions for the basic protection of your account: in Pipedrive you can also find more specific and advanced rules in order to limit users' access while maintaining your data safely stored. 

This was the third article from a series of five. If you haven't read the first two, click the links below.

Read the first article and the second one.