How referral information is handled

Version dated July 26, 2026

Information collected

The portal records a referred client’s first and last name, email address, Amazon storefront URL, referring partner, current assignment, referral date, authorization confirmations, referral method, scheduling activity, strategy-call attendance status, and client-conversion status.

Why it is collected

The information is used to administer authorized business referrals, arrange strategy sessions, maintain referral attribution, show permitted users the referral’s progress, resolve attribution questions, manage program reporting, and maintain security and audit records.

Where the information comes from

Referral information is submitted by an invited referral partner. Before submitting a referral, the partner must confirm that the client authorized the partner to share the client’s name, email address, and Amazon storefront for a strategy-session referral and follow-up contact.

Who receives it

Access is limited by role to authorized referral partners, referral partner managers, program administrators, and the Super Administrator. Scheduling information may be passed to Calendly and to the strategy-session provider associated with the referral. Supabase supports password-free authentication, Resend supports program email delivery, and the hosting platform stores portal records.

International processing

Service providers may process information outside the client’s country. The portal is intended for business-referral administration and should not be used to submit sensitive personal information, passwords, financial statements, payment card data, or unrelated confidential records.

Retention and individual requests

Referral records receive a retention-review date approximately 12 months after submission. Records may be retained longer when needed for attribution, program administration, security, legal, accounting, or dispute-resolution purposes. Archived records are hidden from active dashboards and exports; permanent deletion is limited to the Super Administrator. Privacy or correction questions may be sent to support@brandreferralportal.com and are handled by authorized administrators.

Security

The portal uses invitation-only authentication, server-enforced role permissions, restricted team views, validation, rate limits, security alerts, archived-record separation, and an append-only administrative audit history. No online system can guarantee absolute security.

Contact

Program privacy or data questions can be directed to support@brandreferralportal.com.