Clear boundaries. Accountable access.
Manage who can see customer work, protect account access, and make operational readiness part of your routine.
Appropriate access for every teammate
Use roles and permissions to distinguish daily support from administration. Review access changes, disable accounts when someone leaves, and test with an account carrying the intended role.
Treat customer information with care
Keep internal notes in the staff-only channel and use authorized attachment downloads. Configure retention and export procedures around your organization’s obligations. File-content validation is not antivirus scanning.
Practice recovery
Verify backups, rehearse restoration, and confirm alert delivery. Independent monitoring is needed to detect an outage of the whole server; an internal monitor alone cannot do that.
These are product controls, not a certification claim, independent security audit, or availability guarantee.