Security & data
Know how your records will be handled.
Review the product’s controls, then agree the hosting, access, backup and support arrangements for your company before adding business records.
Visible in the product
What you can review in the walkthrough
- Role-specific views
- Director, tender and operations views organise work by responsibility. Permissions must still be mapped and tested for your setup.
- Financial records
- Bills, settlements, bank receipts, security deposits and withheld amounts are shown separately.
- Ledger export controls
- The Financial Ledger includes section and full-ledger CSV export controls. Confirm the required fields and scope during your review.
- Human review
- Assisted answers and communication drafts are reviewable. Automatic outbound messaging is not offered by this website.
Before any company data is added
What your rollout agreement needs to cover
- Hosting and access
- Hosting location, account ownership, approved users and permission checks.
- Backups and recovery
- Backup frequency, retention, restore testing and responsibility for recovery.
- Data ownership and exit
- Ownership, export scope and format, retention, and what happens when the arrangement ends.
- Support and continuity
- Contact arrangements, support hours, escalation and cover when the primary contact is unavailable.
These are agreement requirements, not claims that a particular hosting location, backup schedule, certification or service-level guarantee is already included.
The marketing website is separate from customer product data. Product screens use sample data. Analytics and session replay are off. Read how website enquiries are handled.
Start with a conversation
Have a security questionnaire or a specific requirement?
Describe what your company needs. We will review it before proposing a setup. Do not send credentials or confidential documents through the enquiry form.