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Security

What protects your data today.

This page lists what is implemented in OpsIntel now, and what is not. If you are running a review, start here and ask us for anything it does not cover.

The short version

Four things to know.

  1. Your organization’s data is kept apart.

    Every signed-in request is tied on the server to the organization its member belongs to before any data is returned. Automated tests check that one organization cannot reach another’s data.

  2. Only the people you invite get in.

    You sign in with your Google account. Invitations are tied to one email address, expire after 24 hours and can be revoked. Two roles, Owner and Admin, decide who holds billing and settings.

  3. Connections only read.

    OpsIntel reads your reporting and cannot change orders, prices, schedules or records. Xero and QuickBooks are read-only: it cannot post, edit or pay anything.

  4. Credentials encrypted, traffic over HTTPS.

    Credentials for newly connected systems are encrypted with AES-256-GCM before they are stored. OpsIntel is served over HTTPS and checks your reporting source’s certificate.

The details

What is implemented, control by control.

For a security review: what is in place today, in plain words, and what is not.

Signing in and access.

Sign-in and access controls
ControlWhat is implemented
Sign-inYou sign in with your Google account. There is no separate OpsIntel password. Any two-step verification you set on your Google account applies.
Joining an organizationBy invitation only. An invitation is tied to one email address, expires after 24 hours and can be revoked.
RolesTwo roles in the current release, Owner and Admin. Both see all of your organization’s stores. People you invite join as Admins. Billing and some organization settings are reserved for the Owner.
Every requestSigned-in requests are checked with the authentication service on the server and tied to an organization the member belongs to before any data is returned.
Activity recordSign-ins and administrative actions such as invitations, role changes, integration changes and billing actions are recorded on the server with the time and the acting user.

Where your data sits.

Data separation and encryption
ControlWhat is implemented
Your organization’s dataOrganizations share one database. The application server ties each request to the member’s organization. On proposed code changes, automated tests check that one organization cannot reach another’s data.
Your reporting connectionEach organization connects with its own credential, limited to its own stores. Credentials for newly connected systems are encrypted with AES-256-GCM before they are stored.
In transitOpsIntel is served over HTTPS. It connects to your reporting source only over HTTPS and verifies its certificate.
Database accessThe database’s privileged key is used only on the server and is never sent to the browser.
OpsIntel staffNamed OpsIntel staff with internal admin access can reach customer data to support the service. That console is limited to named staff accounts.

Your source systems.

Access to your source systems
ControlWhat is implemented
Your reporting systemOpsIntel reads reporting data. It has no feature that changes orders, prices, schedules or records in your point-of-sale system.
Which storesReporting queries are built from your organization’s registered store list.
AccountingThe accounting integration reads Xero or QuickBooks with read-only access. It cannot post, edit or pay anything.
Payment cardsOpsIntel does not collect or store payment card numbers.

AI features.

How AI features handle data
QuestionAnswer
What is sentAI features inside the product send figures OpsIntel holds for your organization to our AI model provider, Anthropic. Today these are the question box, which also sends your question; written summaries and analysis of your stores’ plan and variance figures, where a plan has been set up for your organization; and the Explain these results button on marketplace statements, which sends totals from those statements.
What is keptQuestions and answers are stored with your organization’s account, and may be processed again by the AI provider to keep a memory of your organization’s context.
How answers are builtAnswers are built from figures the server retrieves for your organization. The model is instructed to state the figures and period it used and to say when a figure is missing. That is an instruction to the model, and it can still be wrong.
This websiteThe question box on this website is a fixed list of answers. It has no connection to customer data.

Who else handles it.

The vendors that store or process data on OpsIntel’s behalf.

Sub-processors
VendorWhat it does
SupabaseDatabase and authentication.
RailwayApplication hosting.
GoogleSign-in.
AnthropicAI model, for the AI features only.
ResendEmail delivery, including the alerts and the weekly review our system sends.
StripeBilling and payment, when your organization sets up a subscription.

Not yet

Not in place today.

  • Single sign-on beyond Google sign-in, and any multi-factor setting managed inside OpsIntel.
  • Store-level or regional permissions. Everyone you invite can see all of your stores.
  • An activity log customers can read themselves, or a record of who viewed which figure.
  • A SOC 2 or ISO 27001 report, or an independent penetration test.
  • Self-serve export or deletion of your data. When an organization is offboarded its members lose access and its stored records are retained; talk to us about removal.

Running a security review?

Send us your questionnaire. Someone who works on the product answers it.