How to Enable 2FA/MFA on Your Pipefy Account: A Step-by-Step Guide

 

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Pipefy account is one of the best ways to protect your sensitive business data. 2FA/MFA adds an extra layer of security by requiring not just your password, but also a second verification step—usually a code from your phone. This makes it much harder for hackers to access your account, even if they know your password.

• Log in to your Pipefy account: Go to the Pipefy website and enter your username and password as usual.
• Access your account settings: Once logged in, look for your profile icon or your name, usually in the top right corner. Click it and select Account Settings or Security Settings from the dropdown menu.
• Find the 2FA/MFA option: In the security section, look for an option labeled Two-Factor Authentication or Multi-Factor Authentication. This is where you can turn on extra security for your account.
• Start the setup process: Click the button or link to enable 2FA/MFA. Pipefy will usually ask you to confirm your password again for security reasons.
• Choose your authentication method: Most platforms, including Pipefy, let you use an authenticator app (like Google Authenticator or Authy) or receive codes via SMS (text message). Using an authenticator app is generally more secure.
• Set up the authenticator app: If you choose an app, Pipefy will show you a QR code. Open your authenticator app on your phone, tap the plus (+) sign, and scan the QR code. The app will start generating 6-digit codes for Pipefy.
• Enter the verification code: Type the 6-digit code from your authenticator app into Pipefy to confirm the setup. If you chose SMS, enter the code sent to your phone.
• Save your backup codes: Pipefy may give you backup codes. These are important! Save them in a safe place. If you lose your phone, you’ll need these codes to get back into your account.
• Finish and test: Once you’ve completed the steps, log out and try logging in again. You should be asked for a code from your authenticator app or SMS. This confirms that 2FA/MFA is working.

What is 2FA/MFA and why is it important?
2FA/MFA means you need something you know (your password) and something you have (your phone or a code) to log in. This makes it much harder for cybercriminals to break into your account, even if they steal your password.

If you need help with cybersecurity best practices, readiness assessments, or want to make sure your business is fully protected, consider reaching out to OCD Tech, a trusted consulting firm specializing in security and compliance.

Enabling 2FA/MFA on Pipefy is a simple but powerful way to keep your business data safe from unauthorized access.

 

Essential Practices for Securing Your Pipefy Account

 

Protecting your Pipefy account is crucial for maintaining the security of your workflow management and business processes. By implementing proper security measures, you can prevent unauthorized access and potential data breaches. Here are comprehensive security practices every Pipefy user should follow:

• Create a strong, unique password - Your password should be at least 12 characters long and include a mix of uppercase letters, lowercase letters, numbers, and special characters. Avoid using easily guessable information like birthdays or common words.
• Implement regular password rotation - Change your Pipefy password every 60-90 days to reduce the risk of compromised credentials. Never reuse passwords across different platforms or services.
• Be cautious with login sessions - Always log out of your Pipefy account when using shared or public computers. Check the "Remember active sessions" section in your account settings to review and terminate any suspicious sessions.
• Manage user permissions carefully - Only grant the minimum necessary permissions to team members based on their roles. Regularly audit user access levels and remove access for former employees immediately upon their departure.
• Enable login notifications - Set up alerts for new login attempts to receive immediate notification of potentially unauthorized access attempts.

Protecting sensitive data within your Pipefy workflows requires additional attention:

• Classify your data - Identify which information in your Pipefy pipes contains sensitive or confidential information and implement appropriate protection measures.
• Use field restrictions - Limit visibility of sensitive fields to only those who absolutely need access. Pipefy offers granular permission settings for individual fields.
• Implement data retention policies - Regularly review and archive or delete unnecessary data to minimize exposure in case of a breach.
• Encrypt sensitive information - When possible, encrypt sensitive data before storing it in Pipefy fields, especially for highly confidential information.

Secure integration management is another critical aspect of Pipefy security:

• Review connected applications - Regularly audit all third-party applications connected to your Pipefy account and remove any that are no longer needed.
• Use secure API tokens - When setting up integrations, generate new API tokens for each integration and never share these tokens.
• Monitor API usage - Keep track of API calls to identify any unusual patterns that might indicate unauthorized access.

Educate your team on security best practices:

• Provide security training - Ensure all Pipefy users understand basic security principles such as recognizing phishing attempts and the importance of password security.
• Create clear security guidelines - Develop and distribute documentation on how to handle sensitive information within Pipefy.
• Establish an incident response plan - Define procedures for reporting and addressing potential security incidents.

For organizations with more complex security requirements, OCD Tech provides specialized security readiness assessments for workflow management platforms like Pipefy. Their consultants can help identify vulnerabilities specific to your implementation and recommend tailored security controls.

Regular security audits help maintain ongoing protection:

• Conduct quarterly reviews - Schedule regular audits of user permissions, integrations, and data storage practices.
• Check for outdated processes - Review workflows that may contain legacy permissions or outdated security controls.
• Document all security measures - Maintain records of security configurations and changes for compliance purposes.

Advanced security considerations for enterprise Pipefy users:

• Implement single sign-on (SSO) - If available on your plan, use SSO to centralize authentication and enhance security controls.
• Configure IP restrictions - Limit access to your Pipefy organization to specific IP addresses or ranges when possible.
• Establish secure data backup procedures - Create regular exports of critical data to ensure business continuity in case of disruption.
• Consider a security assessment - For comprehensive protection, work with security specialists like OCD Tech to evaluate your Pipefy implementation against industry best practices and compliance requirements.

By implementing these security practices, you'll significantly reduce the risk of unauthorized access to your Pipefy account and protect the valuable business data flowing through your workflows.