Free programs · Updated weekly
Customer Data Privacy and Handling for Small Business
Everyday habits for keeping customer and payment information safe: records, email, disposal and access.
What it is
A practical program on handling personal and payment information: keeping records safe, avoiding email mistakes, disposing of paper and devices, limiting access, and spotting scams aimed at businesses.
New questions are added automatically every week, so the content tracks the latest guidance and the newest threats as they appear.
21 questions so far, and the set keeps growing.
Who it's for
Front desk, sales, bookkeeping and admin staff in practices, shops, agencies and online stores that handle customer details.
How it works
- 01Add the program to your organization in one click from the Program Catalog.
- 02Invite your people. Each gets a few short questions a day, in about 5 minutes.
- 03Spaced repetition brings back what they got wrong until they know it, and your dashboard shows who has mastered what.
- 04The program keeps itself current: new questions are added automatically as fresh guidance and threats appear.
What it is not
- Not legal advice or a compliance certification (such as PCI DSS, GDPR or HIPAA).
- Not technical IT security training for administrators.
- Built from public FTC, NIST and CISA guidance for small businesses.
Free program. You only pay the usual small per-answer fee when people learn, and new accounts start with 200 free credits. See pricing