💾 Data backup plan
A Data Backup Plan is for the data your team works with every day: credentials, documents, photos and files that several people need, under rules you control.
Instead of passwords living in chat threads and spreadsheets, the data lives in the plan. Members request access when they need it, your moderators approve on their phones, and every reveal is recorded. Nothing is shared blindly, and nobody has to be the human password manager.
Access is granted to teams, so joiners can help immediately and leavers lose access the second they are removed.
Shaped by its properties
A Data Backup Plan takes every combination of plan properties, so the same plan type covers very different needs:
| You want | Configure it as |
|---|---|
| Team credentials behind approvals | Shared, Moderated |
| Frequently needed logins without approval friction | Shared, Direct access (authentication stays mandatory) |
| Your own sensitive notes and codes | Private |
When to choose it
Choose a Data Backup Plan for data that people need while everyone is around: shared logins, license keys, project files, client credentials.
If the concern is what happens when a key person is suddenly gone, that is the job of the Business Continuity Plan.