Book a Demo
Trust centre

Security, governance, and data — stated plainly.

What's genuinely true today, described accurately. What isn't built yet, marked as roadmap — not implied, not glossed over. We'd rather lose a sale than overstate what OrgView does.

Security

How access and data are protected.

Tenant isolation

Every organization's data is scoped by row-level security enforced at the database layer — not just filtered in application code, which a bug could bypass.

Live

Encryption in transit

All traffic between your browser or device and OrgView is encrypted over HTTPS/TLS.

Live

Encryption at rest

The underlying managed database platform encrypts stored data at rest.

Live

Role-based access control

A 7-role permission matrix, enforced both in the interface and again server-side — page access, budget/profit visibility, and report scope all vary by role.

Live

Password authentication

Email and password sign-in. Current minimum length is short by enterprise standards — a stronger policy (12+ characters, complexity rules) is planned, not yet enforced.

Being strengthened

Multi-factor authentication

Not yet available. On the roadmap.

Roadmap

Single sign-on (SSO / SAML / OIDC)

Not yet available. Planned for organizations that require centralized identity management.

Roadmap

Vulnerability & error monitoring

Production errors are captured and triaged by an application monitoring service before they affect a team relying on the page.

Live

Backup & disaster recovery

Data is held on a managed database platform with provider-level backups. A formal, tested, and documented RPO/RTO policy is not yet published.

Being formalized
Governance

How actions and changes are controlled.

Audit log

An immutable record of governance-sensitive actions — team invites and every posted financial entry. Coverage is expanding module by module; it is not yet a record of every action in the system.

Live, expanding

Segregation of duties

Role permissions distinguish who can view budget/profit information, who can post financial entries, and who can invite team members (director-only, checked server-side).

Live

Permission matrix

Seven distinct roles, each with an exhaustive, explicit page and capability list — nothing is accessible by default that isn't explicitly granted.

Live

Financial posting controls

Real double-entry bookkeeping — every posted entry is logged. Formal multi-step approval workflows for postings are not yet built.

Partial

Document & drawing revisions

Technical drawings and documents are tracked per project with revision labeling in the Technical module.

Live
Data

Ownership, hosting, and your rights over your data.

Data ownership

Your organization's data is yours. OrgView is the processor of it, not the owner.

Policy

Hosting

Data is hosted on a managed cloud database platform; the web application is served via a global content delivery network.

Live

GDPR & Data Processing Agreement

A published DPA, formal subprocessor list, and documented data retention/deletion policy are not yet available — in progress ahead of enterprise contracting.

In progress

Data export

Commercial data exports to Excel; quotes, client packs, and finance documents export to PDF today. A general-purpose full data export/portability tool is not yet built.

Partial

Subprocessors

Third-party services genuinely in use: a managed database/auth provider, Microsoft (for Outlook mail sync, via your own OAuth consent), Companies House (UK company data), and Stripe (payment confirmation). A formal published subprocessor list is on the roadmap.

List in progress
Certifications

What we hold today, and what we're pursuing.

OrgView does not currently hold Cyber Essentials Plus, ISO 27001, or SOC 2. We're not going to claim otherwise. As these are achieved, they'll be published here — not before.