What the Client Portal accesses, and why.
The Client Portal is a private tool used by Vantage Strategy and the clients it invites. This page lists every kind of data it touches and the reason for each.
| Platform | What the app accesses | Why |
|---|---|---|
| Google sign-in Optional | Your name, email address and profile picture. | To sign you in without sending you to your email each time. Nothing else in that account is read. |
| Stripe Payments | Processes card, bank transfer, Apple Pay and Google Pay payments. Card and bank details go to Stripe and never touch the portal. | To take payment for invoices and monthly retainers. |
| Clients | Your name and email, the messages you send, the files you upload, and your approvals. | To run your account and your project. |
The Client Portal uses this access only to run your project. Your data is never sold. It is shared only with the services that run the Client Portal, which the Privacy policy lists.
Sign-in, in detail
What signing in with Google does, and what it does not do.
It reads your name, email and profile picture.That is how the portal knows the person signing in is the person who was invited.
It reads nothing else.The portal does not read your mail, files, calendar or contacts, and it does not post or send anything from your account.
It is optional.You can sign in with a passkey instead and never connect a Google account.
Two-factor sign-inA second step protects your account if someone else gets hold of your sign-in.
Invitation onlyThere is no public sign-up. An account exists only after Vantage Strategy invites that person.
Google user dataSigning in with Google gives the portal only a sign-in token. The portal uses it to confirm who you are, requests no other access to your Google data, and does not call any Google service on your behalf.
Payments
Stripe takes the payment. The portal only learns that it was paid.
Card and bank detailsEntered on Stripe's payment form and held by Stripe. They never touch the portal.
What the portal keepsThe invoice or retainer, and whether it has been paid.
Ways to payCard, bank transfer, Apple Pay or Google Pay.
Your project
What you give the portal, and who can see it.
Name and emailTo create your account and send your invitation and notifications.
MessagesKept so you and Vantage Strategy can both read the conversation.
Files and approvalsKept with the project they belong to.
Who can see itYou, the people on your account, and Vantage Strategy. Other clients cannot see your project.
Your controls
What you can do about your own data.
Choose how you sign inUse a passkey, or your Google account. Connecting it is your choice.
Request your dataAsk for a copy of your data, or ask for it to be deleted. A person reviews each request.
Ask us directlyWrite to VantageStrategy@vantage-strategy-co.com with any question about your data.
Who answers
Questions about your data go to a person.
If anything on this page is unclear, or you want to know what the portal holds about you, write to Manav.
VantageStrategy@vantage-strategy-co.com