Secure your support operations with strong data controls

Stay in compliance and build customer trust by handling data requests, tracking agent actions, and securing each ticket interaction.

CRM Software benefits | Zoho CRM

How can you benefit?

  • Protect sensitive data with flexible redaction and masking.
  • Give customers control over their data with ease.
  • Keep every action traceable with audit logs.
  • Keep embedded support secure with trusted domains.

Redact or mask sensitive data

Not all sensitive data should be treated the same way. With Zoho Desk, agents can permanently redact information that should never be stored, like credit card numbers, or securely mask data that's still needed later, like SSNs, all from the same ticket view. Set redact and mask permissions by department, and let customers verify their own masked details right from the Help Center, with every view backed by a full audit trail.

Precision controls for a compliant
help desk

Configure file upload and download permissions to block risky file types, prevent malicious content, and ensure secure data exchange across your help desk.

Fulfill Data Subject Requests (DSR) with ease

Stay compliant with privacy laws by providing customers the right to access, rectify, or erase their personal data. Process these requests directly within Zoho Desk across multiple modules to ensure no data is left behind.

Track engagement with Read Receipts

Gain visibility into communication by tracking when customers have viewed your responses. This ensures your agents know exactly when to follow up and helps verify that critical information has been received.

Maintain accountability with Audit Logs

Keep a chronological record of every action taken within your help desk. Monitor logins, record updates, and administrative changes to troubleshoot errors or investigate unauthorized activities.

Prevent data risks with Attachment Controls

Protect your system from malicious files. Restrict specific file types from being uploaded or downloaded by agents and customers, ensuring only safe, relevant documents enter your ecosystem.

Control access with Allow and
Block Lists

Filter out the noise and prioritize your most important conversations. Explicitly permit trusted domains to bypass spam filters or restrict unwanted users and malicious domains from interacting with your Help Center.

Block list feature

Securely embed Zoho Desk on
trusted domains

Embed Zoho Desk within your internal portals and applications by allowing only trusted domains. Protect your support data from unauthorized iframe access and clickjacking attacks.

Embrace generative AI with the
service of your choice

Centralized request management

Handle all privacy-related requests from a single interface to avoid manual errors and delays.

Historical transparency

Use Audit Logs to look back up to 90 days (or more depending on your plan) to maintain a clear trail of system modifications.

Zoho collaborates with CGI, Dubai, for PBSK service enhancement. This partnership represents a significant milestone in embracing digital transformation by integrating Zoho CRM and Zoho Desk to streamline user interactions, monitor progress, and provide timely updates. The PBSK Helpdesk team can efficiently process user requests and communicate seamlessly via email, chat, and phone.

Dr Aman Puri
Consul General of India,
Dubai and Northern Emirates, UAE

Automated security. Uninterrupted support.