Security is a shared operating practice. Software settings matter, but so do staff access, device protection, training, and a clear incident response path.
Start with the reader’s real question
Require unique passwords and multifactor authentication where available, remove access promptly when roles change, review exports, and use approved channels for documents.
Build a process your agency can maintain
Your obligations depend on location, data type, and business relationships. Consult qualified privacy and security professionals for a formal risk assessment.
Put the guidance into practice
Review active users, privileged accounts, and connected integrations. Remove what is no longer needed and assign an owner to revisit access regularly.
Take the next step
Put your agency workflow in one place.
Explore the CRM and website builder with sample information in a private, time-limited demo workspace.