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Maintaining Data Security in ComplyFlow

Summary: Recommended practices for keeping data secure in the platform.

Steps:

  1. Require two-factor authentication for all users.
  2. Review user roles quarterly.
  3. Set retention policies that match your industry.
  4. Use integrations to reduce manual uploads of sensitive files.

Tips: Encourage users to upload from secure sources such as Google Drive instead of local machines.

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  1. Horowitz

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