Data protection
Clear data responsibilities from the start.
Data responsibilities depend on the product, customer relationship, configuration, connected services, and records involved. ADMS uses product agreements and implementation scope to define those responsibilities clearly before a customer relies on the workflow.
Customer Data
When a business customer uses a ClearView product to manage its own customers, workers, jobs, properties, documents, or other business records, the applicable product agreement defines the Customer Data relationship and permitted processing.
Exports, retention, and deletion
Export formats, timing, retention, deletion, and post-termination access vary by product and agreement. The applicable product terms and implementation scope explain what is available for the records involved.
Public and private information
Public directory or listing information is treated differently from private operational records. Each experience identifies what information is intended for public display and what remains within the business account.
Connected services
When a customer authorizes an integration or connected provider, the records moved, direction, ownership, setup requirements, and third-party terms depend on that connection.