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Security & operational trust

Your company’s information deserves
a clear line of protection.

Know how sign-in, company access, payment handling and recovery work before you bring your business into Sharpley Pro.

Specific controls. Clear responsibilities.

Security you can understand.

A practical explanation of the controls used in the product, without relying on broad security slogans.

Company separation

The company is part of the access check.

Protected operations check the signed-in user’s membership in the requested company. Business records are associated with a company identifier so authorized requests can be scoped to the right workspace.

Individual accounts

Each person has their own sign-in.

Clerk provides account authentication. Workspace owners and admins control invitations and assigned roles, giving the company a clear point of control over team access.

Role-based access

Responsibilities determine the available tools.

Owners, administrators and staff have different operational responsibilities. Field-facing views focus on assigned work, while administrative controls remain with authorized roles.

Payment handling

Subscription card details go through Stripe.

Stripe hosts subscription checkout and processes card information. Sharpley does not store full card numbers or card security codes in company workspace records.

Operational safeguards

Sensitive actions have additional controls.

Selected sensitive operations use request limits. Security event records can include the actor, company, action, target and outcome to support investigation of supported workflows.

Files & recovery

Recovery has a place in the design.

Company snapshots and protected file copies support recovery. Backed-up file copies are checked with content checksums, and retained records can support restoration workflows.

Specialized service providers

Important functions, handled by established platforms.

Clerk

Individual account authentication and supported sign-in flows.

Stripe

Hosted subscription checkout and payment processing.

Resend

Supported business email and document-delivery workflows.

Providers perform their respective services under their own terms and privacy commitments. The use of a provider does not imply a certification or endorsement of Sharpley Pro.

Recovery & continuity

Your workspace should not disappear because billing needs attention.

Under the current terms, a company workspace suspended for billing is retained for at least 12 months. Restoring an eligible subscription reconnects the retained company information.

Read retention & subscription terms

Company snapshots

Company-level snapshot routines support retained records and recovery.

Protected file copies

File-backup workflows retain checked copies of supported uploads.

Recovery support

Contact support about account restoration or retained records. Keep your own exports of information essential to your operations.

Good access starts with good administration

Keep your team’s access current.

Invite the right people

Use individual accounts, assign appropriate roles and remove former team members promptly.

Protect the sign-in

Keep credentials and devices secure. Never place passwords, payment details or secret API keys in business notes or support messages.

Handle exports carefully

Review downloaded documents and exports before sharing. Store only the information needed for the work.

Report a concern

Something doesn’t look right?
Tell us what you’re seeing.

Include the affected workspace, page, approximate time and visible behavior. Leave out passwords, full payment information and secret keys.

Contact Sharpley ProRead the privacy policyAccount & support information