Finance, HR & Operations
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      What should Finance, HR & Ops consider when accessing customer data? e.g. Profiles, Activity Logs, and Previous Correspondence

      Key Considerations

      • Respect the Access Rights Protocol: Always confirm if you have the appropriate permissions to access specific customer information.

      • Safeguarding Confidentiality: Ensure customer data is not shared with unauthorized individuals or third-party entities. If in doubt, assume they lack the necessary permissions.

      • Embrace Data Security Measures: Always follow our established protocols for data protection.

      • Potential for Customer Review: Bear in mind that any information related to the customer, including the notes you add, may be accessed by the customer through a subject access request in the future.