Principle

Privacy

Your information belongs to you.

What this means in Prism

  • Private records stay private

    A record marked private is visible only to the people you allow.

  • You can take your records with you

    Owners and admins can export core business records.

How it works

  1. Step 1

    Private from the start

    Contracts, invoices, quotes and payments start private, and any record can be marked private.

  2. Step 2

    Share on purpose

    Share one item with the people you choose, at view, comment or edit.

  3. Step 3

    Take it with you

    Owners and admins can export core business records.

Across all six parts

What this principle means in each part of your workplace, today.

  • Records

    A record marked private is visible only to the people you allow.

    Open Records
  • Work

    Linking a task to a contact or a file gives nobody access to either; access is set on each item.

    Open Work
  • Assets

    New contracts start private, and you can share one item at view, comment or edit.

    Open Assets
  • Comms

    Synced email is shown only to the person whose mailbox it came from and the people they share it with.

    Open Comms
  • Money

    New invoices, quotes and payments start private.

    Open Money
  • Tools

    A new connection is just for you unless you choose to share it with your workplace.

    Open Tools

See it in your workplace.

All five principles