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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

Access Tallyfy’s privacy details and security documentation through dedicated links while protecting sensitive data through secure external storage and following country-specific restrictions.

Pro > Compliance

A comprehensive overview of Tallyfy’s security framework detailing SOC 2 Type 2 compliance access controls data protection system monitoring and vendor management practices to ensure platform reliability and data safety.

Miscellaneous > File storage security

Tallyfy provides secure file storage through Amazon S3 with varying storage limits based on subscription plans while recommending users link to external storage platforms for optimal file management and sharing.

Tutorials > How-to guides

Practical step-by-step instructions and real-world examples demonstrate how to leverage Tallyfy features for solving common workflow challenges and optimizing business processes.
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