Security Best Practices

Comprehensive guidelines to secure your InvoiceDoodle account and operations

Account Security

Essential practices for maintaining secure account access

Strong Authentication

Critical

Implement robust authentication measures to protect your account

  • Enable Multi-Factor Authentication (MFA) using authenticator apps or hardware keys
  • Use strong, unique passwords with a minimum of 12 characters
  • Regularly rotate passwords and API keys
  • Consider using a password manager for secure credential storage
  • Enable biometric authentication for mobile access when available

Access Management

High

Control and monitor account access across your organization

  • Implement role-based access control (RBAC) for team members
  • Regularly audit user access and permissions
  • Remove access immediately for departing team members
  • Use separate accounts for different team members instead of sharing credentials
  • Enable login notifications for unusual activity

Wallet Security

Best practices for securing cryptocurrency wallets and transactions

Wallet Management

Critical

Secure handling of cryptocurrency wallets and keys

  • Use hardware wallets for storing large amounts of cryptocurrency
  • Enable multi-signature requirements for high-value transactions
  • Keep private keys in secure, offline storage
  • Regularly verify wallet backup procedures
  • Use separate wallets for different purposes (hot/cold storage)

Transaction Security

High

Ensure secure cryptocurrency transactions

  • Verify recipient addresses multiple times before sending
  • Start with small test transactions for new recipients
  • Set up transaction limits and approval workflows
  • Monitor blockchain confirmations for important transactions
  • Use whitelisted addresses for frequent recipients

Data Protection

Guidelines for protecting sensitive business and customer data

Data Handling

High

Secure management of sensitive information

  • Encrypt sensitive data before storage or transmission
  • Regularly backup important data using secure methods
  • Implement data retention and deletion policies
  • Use secure channels for sharing sensitive information
  • Maintain detailed logs of data access and modifications

Compliance Measures

Medium

Maintain regulatory compliance and data protection standards

  • Follow GDPR and other relevant data protection regulations
  • Maintain up-to-date privacy policies and consent management
  • Conduct regular security audits and assessments
  • Document all security incidents and responses
  • Keep security certificates and compliance documentation current

Related Security Documentation