Protecting Customer Information
- Rob
- Rafael Gonzalez
- annelouise
- Herve.Woods
Background: Information stored by EverBright, be that installer details, customer data, financial transactions, etc. need to be protected.
This is to prevent that information from being misused by third parties for illicit activities. The following SOP provides guidance for the appropriate release of customer information.
As a general rule, support should only provide information to people who have an appropriate permission/team assignment for that info.
For example:
if someone has operations phase manager setting for a job, they are allowed any information available in the operations phase
Table of Content:
Installer(s)/ Job Information |
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Only organization administrators can access information regarding an organization’s financials, such as milestone payments, reporting, etc. |
Additional examples of scenarios where information should not be shared:
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Homeowners |
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