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Security, compliance, and data management

Protect login credentials, customer data, and content assets, and comply with third-party platform rules and your organization's internal rules.

Sensitive credentials​

  • Passwords, verification codes, cookies, tokens, API keys, and database connection details must not be written into documents or screenshots.
  • Use least-privilege accounts, and grant administrator permissions only to people who carry management responsibility.
  • Disable or replace temporary accounts and temporary passwords promptly once they have been used.

Content compliance​

  • Generated content must pass human review before it is published.
  • Declare original, reposted, AI-generated, and marketing content correctly.
  • Confirm that images, music, fonts, videos, and case studies are licensed for use.
  • Automation must not be used for mass harassment, inducement, or circumventing platform rules.

Data management​

Production deployments must back up the database and file storage in accordance with your organization's policies, and verify restore capability on a regular basis. When exporting or sharing customer interaction and lead data, control who receives it and how long it is retained.