Capital Planning & Project Delivery

Privacy Policy

01

Purpose

This privacy policy for Clarisync (‘we’, ‘us’, or ‘our’) describes how and why we might collect, store, use, and/or share (‘process’) your information when you use our services (‘Services’).

Questions or concerns? Reading this privacy policy will help you understand your privacy rights and choices.

If you have any questions or concerns, please contact us at privacy@clarisync.com.

02

Summary

This summary provides key points from our privacy policy.

What personal information do we process?
When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use.
We do not process sensitive personal information.
We do not collect any information from third parties.
How do we process your information?
We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.
In what situations and with which parties do we share personal information?
We may share information in specific situations and with specific third parties.
How do we keep your information safe?
We have organisational and technical processes and procedures in place to protect your personal information.
What are your rights?
Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.
How do you exercise your rights?
The easiest way to exercise your rights is by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.
03

What information do we collect?

Personal information you disclose to us.

In short

We collect personal information that you or your company representative provide to us.

We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services, participate in activities on our Services, or otherwise contact us.

We collect personal information that your company representative or another user (within your company) provides to us to set up the tools.

The personal information we collect may include the following:

  • Names
  • Passwords
  • Work phone numbers
  • Work email addresses
  • Job titles

We do not process sensitive personal information.

04

Information automatically collected

In short

Some information such as your Internet Protocol (IP) address and/or browser and device characteristics is collected automatically when you visit our Services.

This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information.

This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies. You can find out more about this in our Cookie Policy.

The information we collect includes:

Log and Usage Data
service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files.
Device Data
information about your computer, phone, tablet, or other device you use to access the Services.
Location Data
information about your device’s location, which can be either precise or imprecise.
05

How do we process your information?

In short

We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

  • To facilitate account creation and authentication and otherwise manage user accounts.
  • To deliver and facilitate delivery of services to the user.
  • To send administrative information to you.
06

What legal basis do we rely on to process your personal information?

In short

We only process your personal information when we believe it is necessary and we have a valid legal reason (i.e., legal basis) to do so under applicable law.

If you are located in the EU or UK, this section applies to you. The GDPR and UK GDPR require us to explain the valid legal bases we rely on in order to process your personal information. We may rely on the following legal bases:

Consent
You can withdraw your consent at any time.
Performance of a Contract
To fulfil our contractual obligations to you.
Legal Obligations
To comply with our legal obligations.
Vital Interests
To protect your vital interests or the vital interests of a third party.

If you are located in Canada, we may process your information with express or implied consent and you can withdraw consent at any time.

In some exceptional cases, we may be legally permitted to process your information without your consent, such as for investigations, fraud detection, or compliance with court orders.

07

When and with whom do we share your personal information?

In short

We may share information in specific situations described in this section and/or with the following third parties.

We may need to share your personal information in the following situations:

  • Service Providers for hosting, maintenance, data storage, and management under contracts with confidentiality obligations.
  • Law enforcement, public authorities, or legal counsel in response to lawful requests or court orders.
  • A potential buyer in connection with a purchase, merger, or acquisition, subject to confidentiality and use limitations.
  • Any other person with your consent to the disclosure.
08

Do we use cookies and other tracking technologies?

In short

We may use cookies and other tracking technologies to collect and store your information.

Some online tracking technologies help us maintain the security of our Services and your account, prevent crashes, fix bugs, save your preferences, and assist with basic site functions.

If these online tracking technologies are deemed to be a ‘sharing’ under applicable US state laws, you can opt out by submitting a request as described in the section on Supplemental information for the United States.

Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Policy.

09

Do we collect information from minors?

In short

We do not knowingly collect data from or market to children under 18 years of age.

If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records.

If you become aware of any data we may have collected from children under age 18, please contact us at privacy@clarisync.com.

10

How long do we keep your information?

In short

We keep your information for as long as necessary to fulfil the purposes outlined in this privacy policy unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise such information, or, if this is not possible, securely store it and isolate it from any further processing until deletion is possible.

11

How do we keep your information safe?

In short

We aim to protect your personal information through a system of organisational and technical security measures.

No electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

Transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.

12

Controls for do-not-track features

Most web browsers and some mobile operating systems include a Do-Not-Track (‘DNT’) feature or setting you can activate to signal your privacy preference.

At this stage, no uniform technology standard for recognising and implementing DNT signals has been finalised.

California law requires us to let you know how we respond to web browser DNT signals. We do not respond to them at this time.

13

What are your privacy rights?

In short

Depending on your state of residence in the US or in some regions, you have rights that allow you greater access to and control over your personal information.

You may review, change, or terminate your account at any time, depending on your country, province, or state of residence.

In some regions you have rights under applicable data protection laws, including access, rectification, erasure, restriction, data portability, and objection to processing.

Withdrawing your consent
You can withdraw your consent at any time by contacting us at privacy@clarisync.com.
Account information
You can contact us to review or change your account information or terminate your account.
Cookies and similar technologies
You can remove or reject cookies in your browser settings, which may affect certain features or services.

If you have questions or comments about your privacy rights, you may email us at privacy@clarisync.com.

14

Supplemental information for the United States

In short

If you are a resident of certain US states, you may have specific rights regarding your personal information.

Categories of Personal Information We Collect (past 12 months):

CategoryCollectedExamples
AIdentifiersYesReal name, work email, work mobile number.
BCalifornia Customer Records statuteNo—
CProtected classification characteristicsNo—
DCommercial informationNo—
EBiometric informationNo—
FInternet or other similar network activityNo—
GGeolocation dataYes—
HAudio, electronic, sensory, or similar informationNo—
IProfessional or employment-related informationYesReal name, work email, work mobile number, job title.
JEducation informationNo—
KInferences drawn from collected personal informationNo—
LSensitive personal informationNo—

We may also collect personal information when you interact with us for support, surveys, or service delivery.

We will use and retain collected personal information as needed to provide the Services, with all data stored for as long as the client wishes for record-keeping and reporting purposes. All user-related and other data belong to the client.

Your rights include access, correction, deletion, data portability, and opting out of certain processing where applicable.

To exercise your rights, email privacy@clarisync.com. We may need to verify your identity.

Appeals
If we decline your request, you may appeal by emailing us. If your appeal is denied, you may submit a complaint to your state attorney general.
California ‘Shine the Light’ law
California residents may request information about disclosures to third parties for direct marketing purposes once per year.
15

Supplemental information for EEA, CH and UK

In short

You have rights that allow you greater access to and control over your personal information.

Your rights include access, rectification, erasure, restriction, portability, objection to processing, and not being subject to automated decision-making.

International transfers
Your personal data may be transferred and processed in countries outside your region using valid transfer mechanisms such as Standard Contractual Clauses.

To exercise your rights, contact our data protection officer at privacy@clarisync.com.

16

Supplemental information for other regions

In short

You may have additional rights based on the country you reside in.

Australia and New Zealand
We process personal information under Australia’s Privacy Act 1988 and New Zealand’s Privacy Act 2020.

If you do not wish to provide the personal information necessary to fulfil the purposes, it may affect our ability to provide services.

You have the right to request access to or correction of your personal information.

You may submit a complaint to the Office of the Australian Information Commissioner or the Office of the New Zealand Privacy Commissioner.

17

Do we make updates to this policy?

In short

Yes, we will update this Policy as necessary to stay compliant with relevant laws.

The updated version will be indicated by an updated ‘Revised’ date at the top of this privacy policy.

We encourage you to review this privacy policy frequently to be informed of how we are protecting your information.

18

How can you contact us about this policy?

If you have questions or comments about this Policy, you may contact us at privacy@clarisync.com.

19

How can you review, update, or delete the data we collect from you?

You have the right to request access to the personal information we collect from you and details about how we have processed it, and to correct inaccuracies or delete your personal information.

You may also have the right to withdraw your consent to our processing of your personal information.

These rights may be limited in some circumstances by applicable law.

To request to review, update, or delete your personal information, please email us at privacy@clarisync.com.