Protect data and troubleshoot safely

Guidance

Use least privilege; mask tax/bank/contact identifiers; share only required records; never place passwords, OTPs, recovery codes, API/SMTP keys, full provider payloads or unnecessary client data in AuditIQ, screenshots, filenames or support messages. For errors: preserve unsaved input safely, refresh once, confirm session/workspace/role, inspect the stable job/history before retry, verify provider credits/credentials/session, check Tally Bridge company/connectivity and treat source drift as requiring rerun/review. Capture only redacted error, time, route (without IDs/tokens), record reference and steps for support. Never bypass a permission, grant, approval or readiness gate to diagnose.

Related pages

• Handle files, client visibility, approvals, and external actions safely