> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Thread handles your data

> For the security owner: Thread's data-handling facts — encryption, Magic AI privacy, sub-processors, IP allowlisting, and Teams and Slack app permissions.

export const MarkComplete = ({id, signalDone = false}) => {
  const KEY = "thread-onboarding-completed";
  const read = () => {
    try {
      return JSON.parse(localStorage.getItem(KEY) || "[]");
    } catch (e) {
      return [];
    }
  };
  const [localDone, setLocalDone] = useState(false);
  const done = signalDone || localDone;
  useEffect(() => {
    const sync = () => setLocalDone(read().includes(id));
    sync();
    window.addEventListener("thread-onboarding-updated", sync);
    return () => window.removeEventListener("thread-onboarding-updated", sync);
  }, [id]);
  const toggle = () => {
    if (signalDone) return;
    const list = read();
    const next = list.includes(id) ? list.filter(x => x !== id) : [...list, id];
    try {
      localStorage.setItem(KEY, JSON.stringify(next));
    } catch (e) {}
    setLocalDone(next.includes(id));
    window.dispatchEvent(new Event("thread-onboarding-updated"));
  };
  return <button onClick={toggle} style={{
    width: "100%",
    padding: "0.7rem 1rem",
    marginTop: "1.5rem",
    borderRadius: "8px",
    border: "1px solid " + (done ? "#00B398" : "rgba(128,128,128,0.35)"),
    background: done ? "rgba(0,179,152,0.12)" : "transparent",
    color: done ? "#00B398" : "inherit",
    fontWeight: 600,
    fontSize: "0.95rem",
    cursor: "pointer",
    display: "flex",
    alignItems: "center",
    justifyContent: "center",
    gap: "0.5rem"
  }}>
      <span aria-hidden="true">{done ? "✓" : "○"}</span>
      {done ? "Completed" : "Mark as complete"}
    </button>;
};

export const ByRoleProgress = () => {
  useEffect(() => {
    const KEY = "thread-onboarding-completed";
    const TEAL = "#00B398";
    const BASE = "/start-here/roles/";
    const DONE_ICON = '<svg class="thread-rc-doneicon size-4" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="#00B398" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" aria-hidden="true">' + '<path d="M22 11.08V12a10 10 0 1 1-5.93-9.14"/>' + '<polyline points="22 4 12 14.01 9 11.01"/></svg>';
    const COURSES = [{
      slug: "technician",
      steps: ["why-thread", "get-around-inbox", "day-one-setup", "daily-workflows", "ai-toolkit", "notifications-and-customers"]
    }, {
      slug: "dispatcher",
      steps: ["why-dispatch-in-thread", "read-the-board", "assign-and-schedule", "ai-for-dispatch"]
    }, {
      slug: "service-ops-manager",
      steps: ["set-up-the-desk", "sla-and-dispatch", "analytics-and-qa", "roll-out-and-adopt"]
    }, {
      slug: "csm-account-manager",
      steps: ["client-intelligence-and-health", "qbrs-and-reporting", "retention-and-expansion"]
    }, {
      slug: "security-compliance-owner",
      steps: ["security-work-in-thread", "data-and-compliance", "security-runbooks"]
    }, {
      slug: "sales-business-development",
      steps: ["the-ai-service-pitch", "quote-and-handoff"]
    }, {
      slug: "msp-owner-leadership",
      steps: ["the-rollout", "outcomes-and-analytics", "scale-ai-service"]
    }, {
      slug: "automation-engineer",
      steps: ["flows-and-intents", "thread-mcp-and-api", "build-with-super-magic"]
    }];
    const COURSE_SLUGS = new Set(COURSES.map(c => c.slug));
    const readLocal = () => {
      try {
        return JSON.parse(localStorage.getItem(KEY) || "[]");
      } catch (e) {
        return [];
      }
    };
    const isDone = (done, id) => done.includes(id);
    const decorate = () => {
      const done = readLocal();
      const scope = document.getElementById("sidebar-content") || document;
      const links = [...scope.querySelectorAll('a[href*="' + BASE + '"]')].filter(a => !a.closest("main"));
      links.forEach(a => {
        const m = (a.getAttribute("href") || "").match(/\/start-here\/roles\/([^/?#]+)\/([^/?#]+)/);
        if (!m) return;
        if (!COURSE_SLUGS.has(m[1])) return;
        const id = m[1] + "/" + m[2];
        const d = isDone(done, id);
        const has = a.querySelector(".thread-rc-check");
        if (d && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-check";
          s.textContent = "✓ ";
          s.style.color = TEAL;
          s.style.fontWeight = "700";
          a.insertBefore(s, a.firstChild);
        } else if (!d && has) {
          has.remove();
        }
      });
      COURSES.forEach(course => {
        const li = scope.querySelector('li[id="' + BASE + course.slug + '"]');
        if (!li) return;
        const row = li.querySelector(":scope > button") || li.querySelector(":scope > a") || li.firstElementChild;
        if (!row) return;
        const nameSpan = [...row.querySelectorAll("span")].find(s => s.textContent.trim() && !s.classList.contains("thread-rc-coursecheck"));
        if (!nameSpan) return;
        const allDone = course.steps.length > 0 && course.steps.every(s => isDone(done, course.slug + "/" + s));
        const has = nameSpan.querySelector(".thread-rc-coursecheck");
        if (allDone && !has) {
          const s = document.createElement("span");
          s.className = "thread-rc-coursecheck";
          s.setAttribute("aria-hidden", "true");
          s.style.display = "inline-flex";
          s.style.alignItems = "center";
          s.style.verticalAlign = "-0.2em";
          s.style.marginRight = "0.35em";
          s.innerHTML = DONE_ICON;
          nameSpan.insertBefore(s, nameSpan.firstChild);
        } else if (!allDone && has) {
          has.remove();
        }
      });
    };
    decorate();
    const iv = setInterval(decorate, 600);
    window.addEventListener("thread-onboarding-updated", decorate);
    window.addEventListener("storage", decorate);
    return () => {
      clearInterval(iv);
      window.removeEventListener("thread-onboarding-updated", decorate);
      window.removeEventListener("storage", decorate);
    };
  }, []);
  return null;
};

<ByRoleProgress />

When a client's security team or an auditor asks how Thread handles data, you need specifics, not reassurance. This lesson is the map to the pages that answer those questions precisely — what's stored, how it's encrypted, what Magic AI sends and where, who the sub-processors are, and exactly what the Teams and Slack apps can touch. Cite these directly; don't paraphrase from memory.

<Note>
  Keep claims tight. Reference the facts on these pages as written, and confirm anything about Thread's own certifications or attestations with your Thread account team before you put it in a questionnaire. The pages below cover data handling and permissions — they are not a certification list.
</Note>

## Encryption and what's stored

[Data & encryption](/security-billing/data-encryption) is the baseline answer to "how is our data protected?"

* **At rest:** Thread is hosted on AWS; instances, databases, and their storage volumes are encrypted.
* **In transit:** Thread talks to your PSA, Slack, and Microsoft APIs over HTTPS only.
* **Data minimization:** Thread stores only what it needs to keep the PSA and chat connected — API keys, boards and statuses, companies and contacts, tickets, and channel/user identifiers. The page spells out what is deliberately *not* stored, including financial information.

That last point is the one clients probe hardest, so send them the page rather than summarizing it — the "what we do not store" list is the reassuring part, and it's more credible in Thread's own words.

## Magic AI privacy and security

AI is where security reviews now spend most of their time, so know this cold. [Magic AI privacy & security](/security-billing/magic-ai-privacy-security) documents how the AI features handle data:

* Magic AI runs on an **isolated Azure OpenAI Service instance** — separated from every other customer, with content filtering on inputs and outputs.
* **No partner or customer data is stored in Azure, and none of it is used to train or improve the models** — not by Microsoft, not by Thread. Prompt data exists only in memory for the duration of the call.
* The data sent for a prompt is a **short, fixed list**: contact first/last name, contact type, the date the action ran, and the issue's summary, initial description, and conversation transcript.

<Tip>
  When a security questionnaire asks "what data leaves our environment for AI processing?", the fixed field list on that page *is* your answer. Quote it — a specific, bounded list lands far better than "only what's necessary."
</Tip>

## Sub-processors

For a DDQ or vendor review, [Thread sub-processors list](/security-billing/list-of-sub-processors) is the page to point to. It names each sub-processor and its purpose — AWS and Microsoft Azure for hosting and AI, plus the payment, CRM, analytics, and operations providers. Link it directly so the client is always reading the current list rather than a copy that goes stale.

## Network allowlisting

Clients with locked-down networks need Thread's addresses before anything will connect. [Thread IP addresses and domains to allowlist](/security-billing/what-if-my-organization-has-ip-restrictions) has both halves:

* **Outgoing IPs** — the addresses Thread connects *from* when it calls a client's PSA. Allowlist these on their side.
* **Incoming domains** — the domains Inbox and Messenger (including websocket connections) need reachable for clients running the apps.

Hand this page to the network team verbatim; the websocket note in particular is easy to miss and a common cause of "Messenger won't connect."

## App permissions — Teams and Slack

When a client asks "what can the Thread app actually see and do?", the permission references answer scope by scope.

| Platform            | Reference                                                                            | What it covers                                                                                                                                         |
| ------------------- | ------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Microsoft Teams** | [Microsoft Teams app permissions](/security-billing/microsoft-teams-app-permissions) | The single Entra ID enterprise app, one-time admin consent, and the delegated vs. application Graph permissions behind the Service and Companion apps. |
| **Slack**           | [Slack app permissions guide](/security-billing/slack-permissions-guide)             | The Slack OAuth scopes Thread requests, why each user and bot scope is needed, and the data Thread deliberately does *not* access or retain.           |

Both pages frame permissions as least-privilege and scoped to ticket work — Thread doesn't use them for workspace-wide monitoring or analytics. That's usually the exact concern a security reviewer is trying to rule out, so lead with it.

<MarkComplete id="security-compliance-owner/data-and-compliance" />

## Next

You know the data story. Now put the operational bench to work — the runbooks that turn all of this into daily response and audit prep.

<Card title="Your security & compliance runbooks" icon="shield-halved" href="/start-here/roles/security-compliance-owner/security-runbooks">
  The Skill Library security and audit bench — incident response, identity, alerts, and evidence.
</Card>


## Related topics

- [How security work flows through Thread](/start-here/roles/security-compliance-owner/security-work-in-thread.md)
- [Security & Compliance Owner](/start-here/roles/security-compliance-owner.md)
- [Claude on AWS Bedrock](/security-billing/claude-on-aws-bedrock.md)
