With a move to virtual service delivery, it's important to ensure both you and your clients are properly protected. This means being vigilant not only in the delivery method of the service intake/discussion, but also in the configuration of that delivery.

What do we mean by teleconference?

These are video or virtual meeting tools such as Zoom, MS Teams, OneCall, and more to help facilitate personal meetings even when you and your attendee(s) cannot be in the same physical location.

Invitation Configurations

  • Always require a password to enter a virtual meeting

  • Create a difficult to guess meeting ID and password - using words such as the acronym for your organization and/or the month and year is just plain bad password practice. Use a random string of letters/numbers/symbols to lock it up

  • Change the default privacy settings to “Host Only” so that you control the meeting

  • Disable “Join Before Host”

  • Verify Participants who will be invited (double check email addresses, names, etc)

  • Do not reuse meeting links - one link per meeting, start fresh with each new session

  • Do not share your session/meeting information on Social Media

During/Before the Meeting

  • Verify Participants on the call to ensure the right people, and only the right people, are present

  • Use Video when possible to provide an additional layer of identity verification

  • Ensure you're not sharing any confidential information in the background of your screen or on your laptop screen - virtual backgrounds are always a great option!

Regular Maintenance

  • Ensure your video sharing software is up to date

  • Review Your Security Settings on a regular basis

  • Report Suspicious Activity to your local Privacy/Security team

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