Advanced Security add-on

You can connect the Security add-on to your project to mitigate the risk of lead data leaks, conduct investigations if a leak occurs, and ensure regulatory compliance.

Once the add-on is activated, you will be able to:   

• Track the export of personal data from your lead database

• Monitor logins from suspicious IP addresses

• Investigate who accessed personal communications and scenario settings, and when

What's included in the add-on:

• Two-factor authentication (2FA) via a password and a verification code when logging into the project;   

• Logging of all logins to your Dashly account along with the IP addresses they were made from;   

• User activity logging (e.g., exporting leads, sending manual campaigns, changing access permissions, adding team members, etc.) with the option to export this data;

• Searching and exporting events by date;

• Personal request limits, including automatic blocking if these limits are exceeded.   

To connect the add-on, please contact our support team.

List of actions logged by the add-on

• Authorization (Log in)   

• Password recovery   

• Password change   

• Sending an invitation   

• Team member accepting an invitation   

• Removing a team member   

• Changing a team member's permissions   

• Exporting leads   

• Importing leads   

• Bulk messaging (manual campaigns)   

• Creating a triggered message   

• Creating a bot   

• Bulk hiding of lead cards   

• Saving JavaScript code in the Visitors data tracking section   

• Creating an integration   

• Deleting an integration   

• Generating an API key   

• Deleting an API key   

• Creating a conversation tag   

• Deleting a conversation tag   

• Modifying access settings for members of Dashly's support   

• Creating a Knowledge Base article   

• Editing a Knowledge Base article (including publishing, indexing, and moving)   

• Deleting a Knowledge Base article  

Working with the Activity Log

All of the actions listed above are recorded in your personal dashboard from the moment the module is activated. You can view the log by navigating to Settings → Team Management → Activity Log:   

Here you will see the date the action was performed, the action itself, the employee's name and email, their internal ID, and the IP address from which the action was performed. By clicking the "Request export" button, you can reach out to our support team and get a reply with a CSV export of your log.