BOARDette privacy

Depending on the features used, the workspace handles member profiles and birthdays; company resources and learning records; client and contact details; deals, quotations, jobs, time, invoices and expenses; notes, tasks and meetings; generated materials and feedback; and performance reviews, absence requests and supporting personal documents. Connected workflows may also process permitted Outlook information, public-source evidence and uploaded files.

No. Company resources and commercial records are shared with authorised members according to permissions. Notes are shared with registered members by default unless marked private. Private notes and Magic Thinking sessions are owner-scoped. Visibility follows the relevant record and workflow, not a blanket promise that colleagues can never see your work.

Outlook features require an authorised mailbox connection. Personal observations and mailbox-derived evidence remain scoped to the source member. Company summaries and CRM information can be shared through their own authorised workflows; that does not give colleagues access to another member’s mailbox evidence.

Sensitive documents, bank details and supporting certificates use restricted access for the member and authorised administration. Relevant absence, incident and performance-review workflows also allow appropriate manager or administrator access. Team email visibility is restricted to the member and administrators; a shared team directory is not unrestricted access to private records.

Client portal identities and access are separate from internal team accounts. Invited clients see the jobs and client-facing information shared within their scope, including client-visible Musts, relevant tasks and activity, permitted quotations and available invoice files. Internal-only guidance and the wider workspace are not part of that view. Authorised team members can preview the client-facing view.

AI-assisted workflows process the instructions and accessible evidence needed to prepare drafts, summaries, analysis or proposals. That can include supplied documents and images, permitted CRM context or the member’s connected mailbox evidence. Do not assume a generated answer is verified or that every tool receives every workspace record.

Yes. Features use connected services, including Microsoft Outlook, AI processing and provider-dependent research or travel searches. Relevant information may be processed by the service involved in the requested workflow. This page does not establish provider retention, training-use terms, hosting locations or a complete processor list; those details require confirmation from Gotoclient.

Magic-prepared emails require explicit send approval, and proposed scheduling changes are reviewed before application. Client task proposals and proposed library documents have their own review steps. Workflow notifications may follow invitations, submissions or proposals; recipients depend on the workflow rather than a general team broadcast.

BOARDette uses browser storage for sign-in state and selected preferences, such as language and some views. Certain features also keep local working drafts or cached information to support continuity and faster loading. Use your own trusted browser for sensitive work, sign out on shared devices and consider locally stored information when handing over a device.

No. This is a practical description of the workspace’s data and access boundaries, not a certification or a complete legal notice. It does not make unverified promises about advertising use, provider AI training, deletion deadlines, encryption standards or data location.

Gotoclient develops and operates BOARDette. Direct questions about access, correction, deletion, retention, connected providers or applicable privacy terms to Gotoclient through its official website. Requests need to be assessed against the relevant records and legal obligations; this page does not promise an automatic deletion period.