How to keep your OnePageCRM account secure?

It's important to have secure practices in place in order to keep your personal data and data of your data subjects secure. Below are some things we recommend to keep your OnePageCRM account secure:

Follow password best practices

• Always use a strong unique password.
• Change your password every few months.
• Don't use the same password on all the sites you visit.
• Select strong passwords with 10 or more characters.
• Randomly add capital letters, punctuation or symbols.
• Substitute numbers for letters, e.g,. '0' for 'o' or '3' for 'E'.
• Never write down your password.

Guidelines for keeping your CRM account secure

• Always ensure that you are on the correct site.
• Turn on two-factor authentication for your CRM account/your user profile.
• Assign the correct type of user to each person on the team.
• OnePageCRM provides four types of users to ensure appropriate access (Owner, Admin, User, and Focused User). For a description on how to use different user permissions, see here.
• Assign the minimal needed permissions to each user on the team. OnePageCRM provides a number of different levels of permissions that determine the actions allowed to be taken by users/focused users. These include permissions for deleting contacts/deals, owning private contacts, the ability to export contacts in bulk, and many others.
• Always be sure to sign out of your account if using a shared computer.
• Manage your user access regularly and remove CRM users who have left your organization.