Zansa › Answers › Integration and BI tools
How should I handle personal data in dashboards and pipelines?
Collect only the personal data you need, restrict access by role, store it in an account you control, and mask or remove identifiers where reports do not require them. Follow the laws that apply to you, such as POPIA in South Africa or GDPR in Europe.
Practical measures:
- Pseudonymise customer identifiers in analytical tables where possible.
- Apply row-level or column-level access rules.
- Log who accesses sensitive data.
- Set retention rules and delete data you no longer need.
- Check where your vendors process and store data.
If you use AI tools for coding help, do not paste personal or client-identifiable data into them. This is general guidance and not legal advice, so consult a qualified adviser for your situation.
Want this applied to your business? Zansa builds dashboards and forecasts for small and mid-sized companies worldwide. Start with a free intro call.
Book a call