A one-page summary for Admins to download and keep.
Set up once
Turn on 2FA for all Admins (Owners only), and encourage Crew to turn it on too
Set which profile fields are required at application and which only after approval, such as bank details
Tell Crew why you’re collecting each item
Turn on input masking for sensitive fields like bank details
Give each Admin only the access they need, including exports, bulk downloads and who can view or edit each field
Give the permissions to manage retention settings and to delete Crew only to people who need them
Agree a retention period that fits your local rules and business needs
Turn on Data Deletion & Retention and set a period for profile data, chats and historical job data
Set the Shared Crew data visibility duration for each profile
Know who your internal contact is for data problems
Every time
Delete an Admin’s access the day they leave
Before deleting a Crew member, keep any records you’re required to hold, because deleted data can’t be restored
Log every Crew data request and respond promptly
Ask Crew to contact Liveforce support for a copy of their data
Report anything suspicious internally straight away
Every quarter
Hide or delete profile fields you no longer use
Check Admin access and permissions still match who’s on the team
Delete Crew you no longer work with
Check your retention periods still fit your local rules
Clear out old exports and downloaded documents
Check for open or overdue Crew requests