Security

Security, roles
and your data.

Isolation between customers is enforced in the database. You define the roles, sign-in can take a second factor, core records keep an audit trail, and you can export everything whenever you want. Your data is hosted in Germany.

Isolation, enforced in the database.

Isolation between customers is enforced in the database, not only in application code. A request that cannot tell which business it is for is refused, never widened to everything. A session that lands on the wrong customer's address is signed out, with no exception for our own staff.

Roles you define.

328 individual permissions across 53 modules. Five built-in roles, and you can create your own: a custom role works everywhere a built-in one does. Each role carries a data scope, own, team or all, separate from its permissions.

Two-factor sign-in, and limits on it.

Two-factor sign-in with an authenticator app and 10 recovery codes. Re-enrolling needs the current code, so a hijacked session cannot swap the authenticator. Sign-in limits by country, IP range and working hours, set to off, warn or block.

Who changed what, and when.

Every sign-in attempt is logged, with brute-force detection. A field-level audit trail on core records shows who changed which field, and when. It is append-only. Stored credentials are encrypted at rest.

Leavers, handled properly.

Deactivate a leaver and bring them back later, or replace their name and email with a placeholder for good while their past work stays attributed. You set where their open work goes.

Retention you can prove.

Retention policies on 10 record types, enforced every night. Legal holds stop any rule deleting a record, and a queue handles data-subject requests.

Your data, yours to take.

Export your whole account whenever you want, with credentials redacted.

Your customers sign in without a password.

The customer portal uses a magic link, so your customers see their invoices, orders, tickets and help articles without another password to remember.

What we do not hold.

We do not hold SOC 2, ISO 27001 or HIPAA certification, and there is no single sign-on today. Your data is hosted in one region, Germany, with no choice of region. What we can show you is on this page. A data processing agreement is available on request. Retention rules, legal holds and the data-subject request queue are there to help you meet your obligations under Privacy Act 2020.

Subprocessors

Who we use.
Why.

The services that run BoldReach. Updated when changed.

Database

Supabase

Postgres + Auth + Storage

Payments

Stripe

Subscription + invoice payments

Email

AWS SES

Transactional + marketing

Workers

Inngest

Durable background jobs

Hosting

Hetzner + Cloudflare

App + edge cache

Errors

Sentry

Application error tracking

AI

Groq · OpenAI · Anthropic

On our keys, unless you bring your own

Voice

Whisper

Voice note transcription

security@boldreach.io

Found a vulnerability? Tell us here.