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Regularly review connected contacts in the Perspective Platform solution, removing any contacts no longer required (ie. any contacts no longer working for or associated with your business).
Ensure that staff induction and exit procedures include a review of cloud platform systems and user access, permissions, changes in policies, etc.
Consider removing personal details from old/all contacts (Note that to do this in bulk professional services from Insula will be required).
Consider permanently removing files that contain personal details (eg. from the DMS)
Further
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Assistance
To discuss this topic further with Insula, please contact Support.
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