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Protect sensitive data

Best practices for protecting sensitive information

When your workflows handle private or confidential info (like Social Security numbers, credit card details, health records), it’s important to protect that data.

Recommendations for handling sensitive data

The best approach is usually:

  1. Store sensitive data securely outside Tallyfy: Keep confidential info in a dedicated secure system (like a secure database, encrypted storage, or specialized system like HR or finance software) with strong access controls.
  2. Limit access: Ensure only authorized users access the secure system where the data is stored.
  3. Don’t put sensitive data directly in Tallyfy: Avoid typing or pasting sensitive details directly into Tallyfy task names, descriptions, or standard form fields.
  4. Link securely: Instead of putting data in Tallyfy, put a secure link in the Tallyfy task description pointing to the data’s secure location.
  1. Ensure sensitive info is stored securely in your other system.
  2. Get a secure link (URL) allowing authorized users access to that specific data.
  3. Open the relevant Tallyfy task.
  4. In the task description, add text explaining the data and insert the secure link (URL) where users can view it (e.g., “Click here to view the secure customer record”).
  5. Save the task description.

This method lets your Tallyfy workflow reference needed info without storing sensitive data in Tallyfy.

Terms Legals > Tallyfy's privacy policy

Tallyfy’s privacy policy and security documentation can be accessed through dedicated web pages that outline data collection practices protection measures and compliance standards.

Miscellaneous > File storage security

Tallyfy uses Amazon S3 for secure file storage with plan-specific limits ranging from 5GB total to 25GB per member and recommends integrating external cloud storage solutions like Dropbox or Google Drive to optimize storage allocation and leverage existing file management systems.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics processes workflow data through event detection data extraction format conversion secure cloud storage and access provisioning to enable analysis through business intelligence tools like Power BI and Tableau.

Processes > Make a process visible to outsiders or guests

Tallyfy administrators can make running processes publicly accessible by enabling the “Public to the world” setting in the process permissions which generates a secure read-only link that external stakeholders can use to view real-time progress without login credentials or modification abilities.
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