Remote Access
- The CRM may be accessed from personal devices ONLY with appropriate security safeguards, which include:
- a PIN-protected (or equivalent) screen lock on any mobile device
- a password-protected lock on any device when stepping away from it (e.g. locking the screen of a Windows laptop)
- a CRM login password should never be saved in a browser
- The CRM may never be accessed from shared public computer, including hotel computers, Internet cafes, library computers, etc.
- The CRM is never to be accessed over a WiFi hotspot that does not require a password (i.e. an “open” hotspot)
Login
- You are never to allow any other user to use your credentials
- Your password is never to be shared with any other person
- The only exception is when technical support is providing assistance, and immediately upon the conclusion of such assistance you are to change your password