Data, Privacy & Security

The Data, Privacy & Security section helps you safeguard your WhatConverts accounts and ensure compliance with security standards. From here, you can learn how to manage data privacy settings, set user authentication requirements, and control how and where your team accesses WhatConverts.

These tools give you complete visibility and control to protect sensitive information while maintaining a secure, compliant environment.

Why It Matters

Security and privacy are essential to building trust and maintaining data integrity. Configuring these settings helps you:

• Protect sensitive customer and lead information with HIPAA compliance.
• Limit platform access by adding approved domains and IP addresses to your whitelist.
• Strengthen account security with enforced 2FA, password expiration, and session timeouts.
• Simplify user access with secure Single Sign-On (SSO) authentication.
• Reduce risk by setting user lockouts after failed login attempts.

With these controls in place, your data remains secure, your accounts compliant, and your users protected.

Articles in This Section

• Enable HIPAA Compliance in a Profile
• Enable Safe Mode
• Add Domains to Your Whitelist
• Add IP Addresses to Your Whitelist
• Set Password Expiration for All Users
• Set Session Expiration for All Users
• Enable Single Sign-On (SSO) Authentication
• Set User Lockout After Failed Logins

Each guide helps you strengthen privacy and security settings to keep your data protected and your accounts compliant.