Protecting your employer and yourself.
NEVER SEND
Customer personal data, unless specifically permitted Colleague or employee information Financial records Contracts and negotiations Unreleased plans Credentials of any kind Anything under a confidentiality obligation
FROM EMAIL
Threads contain other people's information and sometimes credentials sent in plain text.
FROM DOCUMENTS
Consider what a file actually contains before uploading it.
FROM SCREENSHOTS
They capture whatever was on screen, including other windows and notifications.
WHAT TO DO INSTEAD
Describe the situation generically.
"A customer complained about a late delivery" works as well as the name and order number.
IF YOU ARE UNSURE
Ask. Once. That is cheaper than a disclosure.
THE PERSONAL RISK
Disclosing confidential material, even inadvertently, is a disciplinary matter in most organisations.
