Access and permissions
Each proposed connection and permission is reviewed with the data owner. Read-only access is preferred where the chosen integration supports it, but capabilities are not claimed until verified.
Data & security
Controls are verified before access.
Security, permissions, hosting, retention, and deletion requirements are documented for the approved scope before business information is connected.
Credentials
Credential handling and revocation are documented for each approved connection. Password handling is not assumed or described publicly without a verified implementation.
Hosting architecture
Hosting and separation controls are documented for the selected implementation. This page does not promise a particular infrastructure model before that review.
Retention and deletion
Retention and deletion follow the applicable written terms and approved policy. Exact periods are not claimed on this page.
Encryption and transport
Transport and storage controls are verified for the selected components before onboarding. The confirmed controls belong in the engagement documentation.