Confidentiality of Vendor Information
Customers should not know anything about our vendors. If you have to mention
that a vendor is working on an issue call them the "back end,” "the
engineers" or "back-end support”.
If they want to know just say our vendor information is proprietary and
we don't discuss it.
Similarly, when filling out time entries in Autotask (some of which the customer may see), it's best to keep references to our vendors generic. For example, instead of writing "added the credentials to Hudu," it's preferable to say, "documented the credentials," or "added the credentials to our documentation."
Related Articles
Where to Put Information in Hudu
Items That Are Added Automatically to Hudu via Sync Some items are automatically synced from our RMM and PSA (Autotask) systems to Hudu. We generally don't edit them on the Hudu side. (In some cases we cannot do so.) We edit them on the Autotask ...
Policy and Procedure: Vendor access to critical resources including servers
The references to “you” in this article refer to the tech who is assigned to work with a vendor who needs access to a server that we manage. As always, you must use your GGIT phone line for vendor interaction so we have an audio record of the entire ...
Microsoft Bookings - Admin Information
We do not use Bookings for Autotask appointments. Bookings is for sales and other more general consultations. All tech work should be scheduled using TimeZest in Autotask. When adding a new staff member make sure to check off the box "Events on ...
Microsoft 365 Azure Information Protection (AIP) (includes Email Encryption)
Microsoft Azure Information Protection can be purchased either as a standalone or as part of Business Premium. Business Premium comes with Defender and AIP. Business Standard comes with neither. Pax8 Product Page: Product | Azure Information ...
Information Template to Email to New Todyl Cloud-Based Firewall (SASE) Users
Hello, I’ve installed Todyl Secure Global Network on your desktop PC. Here is some info you may find useful. Please save this bookmark in case you ever need to disable Todyl. It shouldn’t happen very often, but some web sites (such as Hulu) will not ...