{"_id":"5b511e56fe048400034364d9","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5b511e0bfe048400034364d8","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-07-19T23:26:03.530Z","from_sync":false,"order":1,"slug":"planright-personal-information-and-privacy-notice","title":"PlanRight Personal Information and Privacy Notice"},"user":"5b187516dbfa050003d7f340","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-07-19T23:27:18.284Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"PlanRight is an add-on for WorkflowMax and Xero Practice Manager (WFM & XPM).\n\nAny questions or requests to do with your personal data and how we handle it can be sent to **privacy:::at:::planrightapp.com**\n\nWe’ll always try to keep your personal data as safe as possible and only process it in a manner that’s in line with our core purpose: *Enhancing your ability to do capacity planning.*\n\n**We do not sell your personal data to third parties, individually or in aggregated form.**\n\nPlanRight use EndGame as a product development partner. In all cases data that is visible to PlanRight is also visible to members of the EndGame team that are assigned to PlanRight.   \n\nYou can read more about EndGame at https://www.end-game.com\n\n# Your Consent:\n\nIf you’re not the nominated PlanRight subscribing member we haven’t specifically obtained your consent to process your personal data.  \n\nThis is due to the nature of the product. As an add-on to WFM & XPM, your personal data is passed to us on authorisation of your organisation’s billing contact or administrator from WFM & XPM. As such, we’ve taken the position that this is implicit consent on behalf of a data controller.\n\nIf you wish to have your data removed please contact **privacy@planrightapp.com** and refer to the Requesting To Remove Your Personal Data section below.\n\n# Your Data:\n## Browser Analytics\n- **IP**\n- **Browser Signature and interactions**\n- **Unique Session Tokens**\n\nBrowser Analytics are collected so we can profile and support the PlanRight application.\n\nThey’re stored in logs hosted in our New Zealand based hosting environment.\n\nThey’re collected by the following third parties who provide analysis on this data:\n\n\n- Microsoft Application Insights - for the main application\n\n\n  - Application Insights is an extensible Application Performance Management (APM) service for web developers on multiple platforms\n  - We store the data for this service in the USA\n  - You can find the privacy details of this service here: https://docs.microsoft.com/en-us/azure/application-insights/app-insights-data-retention-privacy\n  - We consider the active monitoring and performance of our application an essential part of the system - which is why there isn’t an opt out. However, the cookies and browser calls can be blocked at source without degrading our experience\n  - Application Insights uses the following cookies:\n    - ai_session\n    - ai_user\n\n\n- Google Analytics - for the marketing site\n  - Google Analytics Solutions offer marketing analytics products for businesses of all sizes to better understand your customers\n  - Google Analytics does not publish where its data is stored\n  - You can find the privacy details of this service here: https://privacy.google.com/businesses/compliance/#?modal_active=none\n  - We consider the analytics given by this product essential to the purpose of the marketing site - which is why there isn’t an opt out. However, the cookies and browser calls can be blocked at source without degrading our experience\n  - Google Analytics details its cookie use here: https://developers.google.com/analytics/devguides/collection/analyticsjs/cookie-usage\n\n## Core Application Data\n- **Client Information**\n  - **Name**\n  - **Address**\n- **Email Address / Name / Role**\n- **Job Information**\n- **Timesheet Details**\n- **Organisation Information**\n  - **Name**\n  - **Address**\n  - **Phone**\n\nCore Application Data is collected to provide core functionality to the PlanRight application.\n\nThe data is stored in a database hosted in our New Zealand based hosting environment.\n\nThey data is collected via entry into the application by the user or via sync from WFM & XPM.\n\nThe information may be passed back to WFM & XPM to ensure data integrity between the two systems.\n\nWFM & XPM’s privacy notice can be found https://www.xero.com/nz/about/privacy/\n\n## Support and Personal Data Requests\n- Email Address / Name\n\nThis is collected so we can reply to your requests.\n\nThe information is passed to the following third-parties:\n\n- Freshdesk\n  - Freshdesk is a ticketing support system\n  - Freshdesk do not publish where its data is stored\n  - You can find the privacy details of this service here: https://www.freshworks.com/privacy/\n- G Suite\n  - G Suite is an email server\n  - G Suite do not publish where its data is stored\n  - You can find the privacy details of this service here: https://support.google.com/googlecloud/answer/6056650?hl=en\n\n## Subscription Billing\n- Email Address / Payment Method\n\nIf you are the billing contact you will have entered a payment method.   \n\nPlanRight do not hold the actual details of the payment method.\n\nThe information is passed to the following third-parties for processing:\n\n- Chargebee\n  - Chargebee is a subscription billing system\n  - Chargebee do not publish where its data is stored\n  - You can find the privacy details of this service here: https://www.chargebee.com/privacy/\n\n## Requesting to Remove Your Personal Data\n\nYou can request to have your personal data removed from PlanRight by emailing **privacy@planrightapp.com**.  We will need to verify that you are the owner of this personal data before we delete your data. This may include contacting your organisational billing contact.  \n\nCore Application Data: \n\nWe can remove you from PlanRight but we can’t remove you from WFM & XPM. Please contact your Company to do this. To ensure that you’re not further synced, we’ll need to retain your Staff identifier (at least) until you’re removed from the origin data.\n\nBrowser Analytics:\n\nYou will age out of the third-party systems in 30 days. We have no control over this timing.\n\n## How to Request Portability of Your Personal Data\n\nYou can request to have a download of your personal data from PlanRight by emailing **privacy@planrightapp.com**.  We will need to verify that you are the owner of this personal data before we supply it to you, this may include contacting your organisational billing contact.\n\n## How to Correct Errors in Your Personal Data\n\nYou can request to correct errors in our data by emailing **privacy@planrightapp.com**.  We’ll need to verify that you’re the owner of this personal data before we correct it - which may include contacting your organisational billing contact.\n\nIn most cases, our data is synced from WFM & XPM and is a mirror of that system. So your personal data will need to be corrected in the WFM & XPM system first and then flow through to us.\n\nVersion 1.0 - 17 July 2018","excerpt":"","slug":"overview-1","type":"basic","title":"Personal Information and Privacy Notice"}

Personal Information and Privacy Notice


PlanRight is an add-on for WorkflowMax and Xero Practice Manager (WFM & XPM). Any questions or requests to do with your personal data and how we handle it can be sent to **privacy@planrightapp.com** We’ll always try to keep your personal data as safe as possible and only process it in a manner that’s in line with our core purpose: *Enhancing your ability to do capacity planning.* **We do not sell your personal data to third parties, individually or in aggregated form.** PlanRight use EndGame as a product development partner. In all cases data that is visible to PlanRight is also visible to members of the EndGame team that are assigned to PlanRight. You can read more about EndGame at https://www.end-game.com # Your Consent: If you’re not the nominated PlanRight subscribing member we haven’t specifically obtained your consent to process your personal data. This is due to the nature of the product. As an add-on to WFM & XPM, your personal data is passed to us on authorisation of your organisation’s billing contact or administrator from WFM & XPM. As such, we’ve taken the position that this is implicit consent on behalf of a data controller. If you wish to have your data removed please contact **privacy@planrightapp.com** and refer to the Requesting To Remove Your Personal Data section below. # Your Data: ## Browser Analytics - **IP** - **Browser Signature and interactions** - **Unique Session Tokens** Browser Analytics are collected so we can profile and support the PlanRight application. They’re stored in logs hosted in our New Zealand based hosting environment. They’re collected by the following third parties who provide analysis on this data: - Microsoft Application Insights - for the main application - Application Insights is an extensible Application Performance Management (APM) service for web developers on multiple platforms - We store the data for this service in the USA - You can find the privacy details of this service here: https://docs.microsoft.com/en-us/azure/application-insights/app-insights-data-retention-privacy - We consider the active monitoring and performance of our application an essential part of the system - which is why there isn’t an opt out. However, the cookies and browser calls can be blocked at source without degrading our experience - Application Insights uses the following cookies: - ai_session - ai_user - Google Analytics - for the marketing site - Google Analytics Solutions offer marketing analytics products for businesses of all sizes to better understand your customers - Google Analytics does not publish where its data is stored - You can find the privacy details of this service here: https://privacy.google.com/businesses/compliance/#?modal_active=none - We consider the analytics given by this product essential to the purpose of the marketing site - which is why there isn’t an opt out. However, the cookies and browser calls can be blocked at source without degrading our experience - Google Analytics details its cookie use here: https://developers.google.com/analytics/devguides/collection/analyticsjs/cookie-usage ## Core Application Data - **Client Information** - **Name** - **Address** - **Email Address / Name / Role** - **Job Information** - **Timesheet Details** - **Organisation Information** - **Name** - **Address** - **Phone** Core Application Data is collected to provide core functionality to the PlanRight application. The data is stored in a database hosted in our New Zealand based hosting environment. They data is collected via entry into the application by the user or via sync from WFM & XPM. The information may be passed back to WFM & XPM to ensure data integrity between the two systems. WFM & XPM’s privacy notice can be found https://www.xero.com/nz/about/privacy/ ## Support and Personal Data Requests - Email Address / Name This is collected so we can reply to your requests. The information is passed to the following third-parties: - Freshdesk - Freshdesk is a ticketing support system - Freshdesk do not publish where its data is stored - You can find the privacy details of this service here: https://www.freshworks.com/privacy/ - G Suite - G Suite is an email server - G Suite do not publish where its data is stored - You can find the privacy details of this service here: https://support.google.com/googlecloud/answer/6056650?hl=en ## Subscription Billing - Email Address / Payment Method If you are the billing contact you will have entered a payment method. PlanRight do not hold the actual details of the payment method. The information is passed to the following third-parties for processing: - Chargebee - Chargebee is a subscription billing system - Chargebee do not publish where its data is stored - You can find the privacy details of this service here: https://www.chargebee.com/privacy/ ## Requesting to Remove Your Personal Data You can request to have your personal data removed from PlanRight by emailing **privacy@planrightapp.com**. We will need to verify that you are the owner of this personal data before we delete your data. This may include contacting your organisational billing contact. Core Application Data: We can remove you from PlanRight but we can’t remove you from WFM & XPM. Please contact your Company to do this. To ensure that you’re not further synced, we’ll need to retain your Staff identifier (at least) until you’re removed from the origin data. Browser Analytics: You will age out of the third-party systems in 30 days. We have no control over this timing. ## How to Request Portability of Your Personal Data You can request to have a download of your personal data from PlanRight by emailing **privacy@planrightapp.com**. We will need to verify that you are the owner of this personal data before we supply it to you, this may include contacting your organisational billing contact. ## How to Correct Errors in Your Personal Data You can request to correct errors in our data by emailing **privacy@planrightapp.com**. We’ll need to verify that you’re the owner of this personal data before we correct it - which may include contacting your organisational billing contact. In most cases, our data is synced from WFM & XPM and is a mirror of that system. So your personal data will need to be corrected in the WFM & XPM system first and then flow through to us. Version 1.0 - 17 July 2018