What is the best way to share sensitive IT SOPs with remote contractors?

Share sensitive IT SOPs with remote contractors using access-controlled platforms like Notion or Confluence — not email attachments or public links. Grant view-only access to specific SOPs, require SSO or password authentication, and revoke access when the contract ends. Never include actual credentials in the SOP — reference a password manager or separate secure channel instead.

What security measures should you apply?

Measure	Why It Matters
Access-controlled platform	Only authorized users can view the SOP
View-only permissions	Contractors cannot edit or delete documentation
Scoped access	Contractor sees only the SOPs relevant to their role
No credentials in screenshots	Passwords, API keys, and tokens stay in a password manager
Redacted screenshots	Blur or black-box sensitive data visible in the UI
Expiring access	Access automatically revoked after contract end date
Audit trail	Track who viewed which SOP and when

How do you share SOPs on different platforms?

Platform	Access Control	Contractor-Friendly?
Notion	Invite as guest with view-only access to specific pages	Yes — no license needed for guests
Confluence	External collaborator permissions	Requires Confluence license or guest access
SharePoint	External sharing with authentication	Yes — Microsoft account required
Google Docs	Share with specific email, view-only	Yes — but harder to scope access
PDF (encrypted)	Password-protected file	Yes — but no revocation after download

What is the recommended workflow?

1. Create the SOP using Glyde — record the workflow, redact sensitive data in screenshots
2. Export to Notion or Confluence — your access-controlled wiki
3. Create a contractor workspace — Separate section with only the SOPs they need
4. Invite the contractor as a guest with view-only access
5. Revoke access when the contract ends — remove guest permissions immediately

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This answer is part of our guide to SOPs by role and use case.