Account data
Email address, name, session information, tenant membership, invitation state, and support context.
Policy
This page describes the intended data handling areas that must be confirmed before production launch. It should be legally reviewed before final publication.
Email address, name, session information, tenant membership, invitation state, and support context.
Profile fields, evidence, saved opportunities, workspace notes, drafts, tasks, and submission records.
Tenant-provided context may be used to assist summaries or drafts when users initiate those workflows.
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Production policy should explain lawful basis, retention, deletion, subject access, subprocessors, international transfers, incident reporting, and contact routes.
Ask about data handling before onboarding your organisation.