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Handbook

Handbook

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Best Practices for Workstation

  • Create a separate user space for personal activities.
  • Clear your Desktop and Downloads folder once a week.
  • Files with information about client which have to be saved should be moved to Google Drive.
  • All customer private data should be saved in the "Private / [Customer-Name]" folder.
  • Link the private customer folder to Customer master in frappe.io via a custom field.
  • Files to be shared among the team members should be given access via company ID and not personal email ID.
  • Ensure your Mac OS has the latest version installed.
  • Use a tight password for your workstation as well as for frappe.io. A good password is around 8-12 characters long and does not contain any obvious facts about you (Passphrases are always recommended😉).
  • Ensure you don't use multiple Gmail account from the same browser.
  • Do not store any passwords or sensitive information related to work or customer noted down anywhere in the Notes app or any other application.
  • All applications which are not meant for work should be in your personal space.
  • Ensure your works space is named Frappe, you can choose any name for your personal userspace.
Last updated 2 months ago
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