Security & data

Who can see
your sales data?

Your team needs access to do their work. Here’s where thingswetried draws the boundaries.

01 / Inside your team

Each buyer has an owner.

Salespeople work with their assigned buyers. Owners can review the team’s buyer records.

EXPLORE THE EXAMPLE

The team’s buyers

One register, across the team.

01KavyaOwner · Arjun
02RohanOwner · Meera
Your organization only2 buyer records

An owner sees both buyers here. Another company’s records stay outside this view.

Illustrative buyer records
03 / Recovery

Recovery, put to the test.

The internal recovery exercise checks the restored records and access rules before testing a safe restart.

Internal restore exercise completed1 October 2026
  1. 01 / Restore

    Recover a copy.

    Restore the database into an isolated test environment.

  2. 02 / Compare

    Check the records.

    Compare the data and confirm organization access rules still hold.

  3. 03 / Resume

    Test a safe restart.

    Start background work with external messages switched off.

This exercise is not a recovery-time guarantee. Hosted backup arrangements and recovery commitments still need confirmation before onboarding.

The supporting details

The details behind the controls.

What can I export?

The organization owner can export supported record types as CSV, including buyers, tasks, plots and bookings. Each export contains up to the newest 10,000 records of that type and reports if older rows were left out. Message bodies and file contents are not included; this is not a complete account backup.

What gets recorded when something changes?

Business actions record audit facts such as the actor, action and related record. Normal application access cannot rewrite that history. Audit entries use selected facts rather than copying entire messages, files or credentials.

How are connected services involved?

Features such as sign-in, WhatsApp and email use external providers. Which information they process depends on the feature. Ask for the current provider and data-handling details before connecting your business accounts.

What should I confirm before onboarding?

Ask about current hosting locations, retention and deletion, backup arrangements and incident handling. This page does not claim an independent security audit, certification or a guaranteed recovery time. We’ll discuss any requirements your team needs before you decide.

A security question
specific to your team?

Ask us directly