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Safe data handling

Share the business materials we can organize—not secrets or prohibited data.

This matrix helps keep the intake focused on administrative work and protects your company from unnecessary credential or sensitive-data exposure.

Handling matrix

Allowed for administrative handling

  • Business contact details
  • W-9s
  • COIs
  • Licenses or certificates you provide, organized only
  • Safety or material records you provide, organized only
  • Bid or onboarding requirements
  • Non-sensitive portal access information

Not allowed

  • SSNs, bank/card/account credentials, or tax-return data
  • Medical information, raw background reports, or criminal-record details
  • Personal identity documents unless essential and explicitly approved
  • Payment credentials, MFA codes, or other security codes
  • Creating, altering, certifying, or representing documents as compliant
  • Legal or insurance determinations, filing certifications, or signing/attesting for you

Safe portal access

Where the portal supports it, create a delegated portal user or account with only the permissions needed for this work. If delegation is not supported, provide only the portal URL and access-contact instructions in secure intake. During a one-time assisted-access session, you enter your own credentials and MFA while present. Clear to work does not request, receive, or retain passwords or MFA codes.