Privacy Policy

SATRDÉ LLC ("SATRDE", "we", "us") provides a client portal used to share project information, documents and Zendesk configuration plans with our team. This policy explains what information we collect through the portal and this website, how we use it, and the choices you have.

Information we collect

• Account details — your name, work email address, company and role, when you accept a portal invitation or sign in.
• Project information you share — the details, files and answers you provide through questionnaires, documents and project pages, including anything about your Zendesk account, teams, processes and customers that you choose to share with us.
• Scoping submissions — if you complete the project scoping questionnaire, we keep your answers and your contact details so we can respond.
• Usage data — standard technical logs such as IP address, browser type and pages visited, used to keep the portal secure and working.

How we use information

We use the information above to plan and deliver the services you have engaged us for — including scoping, quotes, proposals, implementation work, training and support — to communicate with you about your project, to send quotes and invoices, and to keep the portal and our records secure. We do not sell your information, and we do not use your project content to advertise to anyone else.

Sharing

Your project information is visible to SATRDE staff working on your account and, within your own company, to the colleagues you invite. We share information only with service providers that help us operate the portal and our business — for example our hosting, email and accounting providers — and with third-party tools (such as Zendesk) when you ask us to configure or connect them on your behalf. We may also disclose information if required by law or to protect our rights.

Zendesk and connected accounts

When you connect a Zendesk (or similar) account to the portal, we access only the data needed for the work you have requested — for example reading forms, fields and help-center content so we can plan changes. We never change anything in your connected account except through actions you or your SATRDE team deliberately approve.

QuickBooks

When a SATRDE staff member connects our QuickBooks Online account to the portal, the portal reads and writes only the records needed for billing — quotes pushed as estimates, invoices, and payment status. QuickBooks credentials are stored encrypted and are never shown in the portal. Financial data shared through this connection is used solely to keep our quotes, invoices and records accurate, is visible only to authorized SATRDE staff, and is never sold or used for advertising.

Data retention

We keep project information for as long as your account is active and afterwards as needed for our records, billing and any legal obligations. You can ask us to correct or delete your information at any time; where we must keep something (for example an invoice), we will keep only that.

Security

The portal requires sign-in, encrypts traffic in transit, and restricts project data to the people on your project. Access is reviewed, and documents you upload are stored in access-controlled storage.

Your choices

You may opt out of non-essential emails at any time, request a copy of the information we hold about you, or ask us to remove your access and data. Contact us using the details below and we will respond promptly.

Changes

If we change this policy in a way that matters, we will update the date above and, where appropriate, let portal users know.