RingDonConnected systems
Document which systems the workflow reads and writes, and which providers process the information. Do not assume data stays in one application.
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Security
Know what connects
And what it can access
Security starts with a clear view of the workflow, the data it uses and the people responsible for it.
Explore security ↓
Access with intention
Start with what is allowed
Identify the information each workflow needs and the actions it may take. Confirm the actual provider settings before launch.
Access scopeApproval rulesRetention terms
Discuss access requirements Data and access
Permissions
Agree the minimum access needed, the account owner and how access is revoked. Administrative and support access should be included in the review.
Storage and retention
Confirm where logs, recordings and documents are stored, their retention periods and the export or deletion process. These depend on the chosen providers and configuration.
Controls and responsibilities
Provider settings
Review applicable processing terms, security features and training settings for each selected provider and plan.
Sensitive workflows
Healthcare and other sensitive uses need a separate review of the intended data, provider eligibility and required agreements before activation. This page is not a certification.
Actions and approvals
Agree which actions require a person. Payment, refund and account changes should have explicit authorization boundaries.
Usage and capacity
Document spending limits, alerts, concurrency and fallback behavior. Provider limits and billing delays can affect enforcement.
Reporting a concern
Use the contact form to report a concern and identify the affected service. Do not include credentials or sensitive customer records in the initial message.
Read more ↗Start with your requirements
Bring the task, the tools and the questions. We will discuss what fits.