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What is the agency policy on data retention and incident response?

Agencies retain working copies of data only as long as needed to deliver and support the SOW, typically up to 30 days after acceptance. Upon request, deletion is certified across systems. Security incidents are triaged within one business day, clients are notified promptly with facts and impact, and a remediation memo is delivered within five business days.

How is device and network security enforced for remote teams?

All team members working with client data use managed, encrypted devices with automatic screen locks, up-to-date OS patches, and MFA on critical services. Work is performed on trusted networks or through a company VPN, with password managers required and USB storage disabled. Compliance checks happen at onboarding and quarterly thereafter.

Can agencies sign NDAs and DPAs on Upwork?

Yes. Agencies support mutual NDAs covering confidential information, and DPAs that define processing purposes, data categories, retention, and sub-processors. These documents are designed to align with Upwork’s Terms of Service—keeping all communication and payments on-platform while clarifying scope and data flows for compliance.

Where is client data stored and who has access on Upwork projects?

Project data is stored only in systems named in the Statement of Work (SOW), with client-owned repositories preferred. Access is strictly role-based, using the principle of least privilege, and all elevated permissions are time-boxed and logged. Credentials remain in the client’s vault or are exchanged as short-lived tokens, ensuring auditable, policy-safe handling.

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