Managing security in Xero

In this online course, we'll take a look at why security is such an important part of keeping your business running.

Introduction to security

Learn why security is such an important part of keeping your business running, and take a look at some of the typical types of cybercrime small businesses may encounter. Get an overview of the cybercrime environment around the world.

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Staff security

Learn about user roles, and how to use them to control who has access to what. Recognise the elements of a strong password, and how to create one. Understand why sharing logins, increases the risk of a cyber attack.  

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Setting up and removing staff

Learn about the elements of security you should take into account when onboarding new staff, and understand what is best practice when inviting practice staff into client organisations. Also look at the process of removing security privileges for exiting staff.

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Two-step authentication

Strengthen your businesses defence by understanding a bit about two-step authentication in Xero, and go through the necessary steps to get it set-up. Take a look at the benefits of two-step authentication in other business tools beyond Xero.

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Keeping data secure

Consider the legal implications around managing data, and look at how to come up with your own principles of data management in your business. Look at some of the reasons why you should back-up your data regularly, and learn about General Data Protection Regulation (GDPR). Learn how to educate clients on security matters, and look at the Assurance dashboard inside of Xero.

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Phishing scams

Learn how to recognise elements of a phishing scam, to reduce your chances of getting scammed. Know what to do with a scam email if you’ve received one, and take a look at Xero’s security noticeboard; keeping you informed of current scams, to help avoid being hooked.

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