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Data Classification & Handling

By the end, you'll know the four data classification levels we use, how to recognize what you're holding, where each level can go, what to do when data ends up in the wrong place, and the practical decisions you'll face every week.

All employees who handle company or customer data · ~25 min · 6 modules

This course is part of the paid catalog. Purchase it individually, or unlock it with a membership that includes Tier 1 & 2 content.

What's inside

  1. 01
    Why this matters (and isn't a 40-page policy)
    Data classification gets a bad reputation as a paperwork exercise. The reality is simpler: four buckets, knowing which bucket your data is in, and where each bucket is allowed to go. That's the whole thing.
    ~4 min
  2. 02
    Recognizing what you're holding
    The hardest part of classification is recognizing which level applies. Real examples, the special categories that always escalate, and a decision tree.
    ~4 min
  3. 03
    Where each level is allowed to go
    Classification is only useful if you know what destinations are approved for each level. A clear table, plus the destinations everyone gets wrong.
    ~4 min
  4. 04
    Sharing safely — links, permissions, and the email-versus-link choice
    The mechanics of sharing matter as much as the destination. Link sharing, attachment sharing, expiration, and the patterns that prevent leaks.
    ~4 min
  5. 05
    When data ends up in the wrong place
    Mistakes happen. The wrong email, the wrong attachment, the wrong sharing setting. What to do in the first hour determines whether it's an annoyance or an incident.
    ~4 min
  6. 06
    The weekly decisions and a recap
    Real-life data decisions you'll face this week. A quick reference guide, then the course recap.
    ~5 min