Our recommendation to protect sensitive data in your processess
To be a transparent and trustworthy business, it’s important to keep certain information strictly confidential. We’re talking about Social Security numbers, sensitive customer data, and other important information. You don’t want that to be easily viewed by just anyone!
To ensure the highest level of security, we recommend collecting and storing sensitive data in a secure document or system. This document or system should only be accessible to authorized personnel. This way, you can rest easy knowing that your customer’s information is in safe hands.
To add the URL to the sensitive data in the text box within your task, follow these steps:
First, open the task where you want to add the URL.
Locate the text box within the task.
Copy and paste the URL into the text box.
Save the task.
By following these steps, you can easily add the URL to the sensitive data and ensure that only authorized individuals have access to it.
Tallyfy implements comprehensive data protection measures through privacy policies security documentation and restricted access while maintaining compliance standards and providing support resources for users.
Support team assistance requires sharing the full URL of relevant tasks and the Organization ID which can be accessed through the Settings > Organization menu in Tallyfy.
Admin users can share a read-only version of their process with external parties through a public link that displays selected process information and status updates without editing capabilities.
