Policy

Privacy Policy

Effective date: January 25, 2026

This Privacy Policy explains how Onboarding Manager collects, uses, and safeguards information when you use the application. The platform is designed for corporate onboarding teams and is typically provided through an enterprise agreement.

Information We Collect

We collect information needed to provide onboarding workflows, including account details, prospect records, compliance screening outcomes, audit logs, and operational metadata such as IP addresses, device identifiers, and usage analytics.

How We Use Information

Data is used to operate the service, maintain audit trails, comply with regulatory requirements, provide customer support, and improve product performance. We may also use aggregated data to understand system reliability and feature adoption.

Sharing and Disclosure

We share information with authorized administrators, vetted service providers, and third-party integrations that enable onboarding workflows. We may disclose information if required by law, regulation, or court order.

Security and Retention

We employ access controls, audit logging, and encryption in transit to protect data. Data retention is governed by contractual obligations, regulatory requirements, and customer configurations.

Your Choices

End users should contact their organization's administrator to access, correct, or delete onboarding records, or to request information about data handling practices.

Changes to This Policy

We may update this policy periodically. Material changes will be communicated through the application or via your organization's designated contact.