How to protect customer information
PURPOSE
Customer information must be handled carefully to maintain trust and reduce legal, financial, and reputational risk.
WHAT TO PROTECT
Names, contact details, account information, contracts, support history, payment details, usage data, and confidential customer documents.
GOOD HABITS
Use approved systems, limit sharing, verify recipients, and avoid exporting customer data unless necessary.
DO NOT
Do not store customer information in personal accounts or unapproved tools.
IF EXPOSED
Report the issue immediately with details about what information was involved.