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BulkDesk documentation

Everything written about BulkDesk in one place: how to use it, how to set it up, and how it looks after your data.

PublishedIn reviewPlanned
D-01

Use BulkDesk

For everyone who works in BulkDesk: office, site and crew.

D-02

Set up and run BulkDesk

For the director and the office people who set BulkDesk up for the company.

  • Company setup guidePlannedFrom an empty company to the first job: team, profiles, rates, pay cycle, settings.
  • Roles and permissionsPlannedEvery profile and capability, what it allows, and who can change it.
  • Connections guidePlannedConnecting Microsoft 365, email, SMS and drafting: what each needs, who pays for it, how to switch it off.
  • Bringing records in and taking them outPlannedMoving from another tool, the records file, exports and getting all of your data back.
D-03

Trust, security and legal

How BulkDesk looks after your data, and the terms it is supplied on.

  • Security overviewPlannedHow sign-in, permissions, encryption, backups and logs protect a company's records.
  • Privacy policyIn reviewWhat personal information BulkDesk holds, why, and people's rights under the Australian Privacy Principles.
  • Where your data livesIn reviewHosting region, encryption, retention periods, deletion, and the outside services BulkDesk uses (subprocessors).
  • Terms of servicePlannedThe agreement a company accepts to use BulkDesk.
  • Acceptable usePlannedWhat BulkDesk may not be used for.
  • Service levels and supportPlannedAvailability target, support hours, how to ask for help and how fast we answer.
  • If something goes wrongPlannedHow a data breach is assessed and who is told, under the Notifiable Data Breaches scheme.
  • Reporting a security issuePlannedHow to tell us about a weakness, and what we do with the report.
  • Accessibility statementPlannedThe standard BulkDesk is built to (WCAG 2.2 AA) and known gaps.
  • CookiesPlannedThe one sign-in cookie BulkDesk sets, and that there is no tracking.