Privacy Policy

• Account information, such as name, email, password credential data, company or ISO name, phone number, role, and workspace identifiers.
• Partner information, such as referral partner or appointment setter profile details, assigned programs, approval status, onboarding progress, notes, and payout-related records.
• Lead/demo submission data, including business names, contact details, appointment preferences, notes, submitted forms, lead status, and follow-up activity.
• Merchant or business prospect data entered by users while managing leads, demos, residual estimates, pipeline stages, Field Capture records, and account workflows.
• Uploaded documents/resources, including document metadata, agreement records, training resources, links, text resources, and uploaded files.
• Usage/log data needed to operate, troubleshoot, secure, and improve the platform.

• Operating the platform and providing account, workspace, dashboard, lead, demo, partner, document, training, and residual-estimate features.
• Managing leads, demos, partner onboarding, training, follow-ups, and residual tracking within each workspace.
• Providing support, troubleshooting, diagnostics, and account administration.
• Security, abuse prevention, fraud prevention, and enforcing platform rules.
• Product improvement, reliability monitoring, and planning future platform enhancements.

• With workspace owners/admins who manage their own leads, partners, documents, demo submissions, training, and payout workflows.
• With service providers needed to operate the platform, such as hosting, storage, authentication, analytics if enabled, and infrastructure providers.
• When required by law, legal process, or to protect rights, safety, and platform integrity.
• With consent or at the direction of the workspace owner or authorized user.

Uploaded documents may include agreements, training materials, business records, and other resources. Workspace owners are responsible for ensuring they have permission to upload and share those files. ResidualOS uses access controls and protected file routes where implemented, but users should not upload information they are not authorized to store or share.

Data may be retained while an account or workspace is active and as needed for operations, security, legal compliance, dispute handling, backup, or audit purposes. Deactivated accounts may no longer have access, but historical workspace records may remain unless separately deleted or purged.

Users may request account support, access assistance, correction, or deletion review by contacting support. Workspace owners may also manage partners, documents, leads, and related records inside their own workspace.

ResidualOS uses workspace scoping, role-based access patterns, protected routes, session controls, and document access restrictions designed to limit access to authorized users. No system is 100% secure, and users should use strong passwords and avoid uploading unauthorized sensitive information.

Support: support@residual-os.com. Legal and privacy: legal@residual-os.com.