Privacy Policy for the Partner Portal ERP experience.

1. Information We Collect

• Account identity details such as name, email address, company name, login records, and device/session activity.
• KYC and verification documents uploaded in the partner workflow, including PAN, Aadhaar, cancelled cheque, and audit timestamps.
• Operational ERP records linked to partners, including leads, customers, invoices, sales orders, payments, and commission visibility.
• Support metadata shared through portal forms, email, and WhatsApp conversations started from the floating support widget.

2. How We Use Your Data

• To authenticate users, secure portal access, and protect partner/admin sessions with consent and inactivity controls.
• To process KYC approvals, customer mapping, lead operations, payments, billing, partner commission, and document delivery.
• To respond to support tickets, onboarding questions, and WhatsApp service requests raised from the ERP interface.
• To monitor misuse, prevent fraud, comply with legal obligations, and improve partner workflows inside the portal.

3. Sharing, Storage, and Retention

We share data only with authorized internal teams, vetted infrastructure/service providers, payment processors, and legal authorities when required. Records are stored only as long as needed for contractual, operational, security, tax, and compliance purposes. Access is limited by role and business need.

4. Cookies, Analytics, and Session Security

Essential cookies keep sign-in, consent, and security functions working. Experience cookies may remember preferences only when you allow them. Automatic inactivity handling, anti-forgery protection, and access controls are used to reduce unauthorized session usage in the portal.

5. Your Rights and Choices

You can request access, correction, or review of personal data associated with your portal account. Where legally permitted, you may also request deletion or restriction of certain records. We may keep minimum information required for invoicing, fraud prevention, audit, and regulatory obligations.

6. WhatsApp Support Notice

When you tap the floating WhatsApp button, you are redirected to WhatsApp and their platform rules also apply. Please avoid sharing unnecessary confidential information in chat. For sensitive KYC or billing issues, our team may move the conversation back into secure ERP or email channels.