Legal information
Privacy Policy
Draft for review: This policy explains how Charity Automate collects and uses information when you visit our website, create an account, use our services or install the WordPress plugin.
Who we are
Charity Automate is responsible for information collected through this website and our account services. Replace this paragraph with the operating organisation’s legal name, address and registration details before launch. Contact hello@charityautomate.com with privacy questions.
Information we collect
- Account details such as your name, organisation, email address and login information.
- Subscription and billing information processed by Stripe. We do not store complete payment card numbers.
- Technical, security and support information.
- Plugin configuration, task, run and log information.
- CRM information your organisation deliberately connects to workflows.
How we use it
We use information to provide and secure the service, manage accounts and subscriptions, answer support requests, process payments, improve the product, prevent misuse and operate integrations requested by you.
Connected services
Depending on your configuration, data may be processed by Beacon CRM, SendGrid, OpenRouter, Stripe, WordPress and your hosting provider. These providers may process data outside the UK. Review their terms and privacy information before enabling an integration.
Retention, security and rights
We retain information only as needed for service, legal and security purposes. Plugin credentials are encrypted before being stored in WordPress. Depending on your location, you may request access, correction, deletion, restriction or portability. Contact us first, or complain to the relevant data protection authority.