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PLATFORM TERMS

Authorized program use

Draft dated July 20, 2026

These operational terms are a draft pending identification of the legal operator and legal review. Access to the portal does not itself authorize a user to copy, disclose, or refer information from another company’s systems.

Permitted users

Only invited users may access the portal. Accounts are personal and may not be shared. Users must immediately report suspected unauthorized access and must stop using the portal when their program authorization ends.

Permitted referrals

Users may submit only accurate business-contact information that they are authorized to provide for the referral. Users may not upload unrelated leads, sensitive personal information, private financial documents, passwords, or confidential marketplace records.

Access boundaries

Referral partners may view their assigned referrals. Managers may view permitted team information. Administrators receive only the capabilities assigned to their role. Attempts to bypass these boundaries are prohibited.

Data handling

Users may not export, copy, or use referral information for an unrelated purpose. Downloads must be protected and deleted when no longer required. Privacy requests and suspected breaches must be escalated promptly.

Suspension

Access may be suspended or removed when authorization ends, a user changes roles, security is at risk, or program requirements are violated.