Effective Date: 11th June 2021
We may change the provisions of this Policy at any time and will indicate when changes have been made by revising the date at the top of this Policy. We encourage you to review the Policy whenever you access the Services to make sure that you understand our information collection, use and disclosure practices. If we make material changes to this policy, we will provide you with additional notice of such changes.
Information We Collect
Information That You Provide to Us
Planworking may collect information that you provide when you use the Services, such as when you:
1. create an account;
2. make a purchase;
3. participate in events or promotions;
4. send questions or comments via e-mail or live chat toPlanworking customer support
5. fill out surveys; or
6. otherwise communicate with us through or about the Services. The types of personal information that you provide may include your name, e-mail address, telephone number, postal address and other contact or identifying information that you choose to provide.
Planworking stores, processes and maintains files that you create and/or upload using the Services (as well as previous versions of your files), including documents that you create, sharing lists, and other data related to your account in order to provide the service to you.
Information About Use of Our Services
Planworking’s servers automatically record certain information about your use of the Services.Planworking uses a variety of technologies to collect this information, including persistent and session cookies, web beacons, and pixel tracking technology. The information we collect includes storage usage, number of log-ins, actions taken, data displayed or clicked on (e.g., UI elements, links), and other login information (e.g., browser type, IP address, date and time of access, cookie ID, referrer URL, etc.).Planworking may collect automated error reports in the case of software malfunction; such error reports may contain some or all of the information in your documents and may be reviewed to help resolve problems with thePlanworking applications or service.
When you participate in a video call with us, we may record the session and retain recordings of the session if we notify you that the session is being recorded so that you can opt out.
If you participate in a training or product course, we collect course completion data.
Information We Collect from Third Parties
We may obtain information from other sources and combine that with information we collect through our Services. For example:
If you elect to purchase a license to use our products, we may receive information about your purchase from our third-party payment processor.
We may collect information from unaffiliated third parties so we can better understand you and provide you with information and offers that may be of interest to you. For example, we may receive information about your company, company size, job title, and job level as well as contact information, such as email address or phone number.
Please note that all of the information we collect about you may be combined and used for the purposes described in the "How We Use Your Information" section below.
How We Use the Information We Collect
We use personal information collected through our Services for purposes described in this Policy or otherwise disclosed to you on or in connection with our Services. For example, we may use your information to:
Operate and improve our Services;
Send you advertising or promotional materials, including information about new products, contests, features and enhancements, special offers and other events of interest fromPlanworking and our select partners;
Provide and deliver the products and Services you request, process transactions, and to send you related information, including confirmations and invoices;
Send you technical notices, updates, security alerts and support and administrative messages;
Respond to your comments, questions and requests and provide customer service;
Monitor and evaluate trends, usage and activities in connection with our Services;
Personalize and improve the Services and provide content, communications or features that match user profiles or interests; and
Link or combine with other information we get from third parties to help understand your needs and provide you with better service.
Planworking reserves the right to review documents to help resolve problems with our software or Services, or to ensure compliance with our Terms & Conditions.
Planworking may share your personal information with third parties in the following circumstances:
Files you create, upload, or copy into our products may, if you choose, be read, copied, used and redistributed by people you know or, again if you choose, by people you do not know. Information you disclose using the chat function of the Services may be read, copied, used and redistributed by people participating in the chat. Use care when including sensitive personal information, such as home addresses or phone numbers, in files you share or in chat sessions.
With your employer if you are a registered user, and the domain of the primary email address associated with your account is owned by your employer and that email address was assigned to you as an employee of that organization, and an authorized representative of that organization wishes to establish an enterprise account and add you to it, then certain information concerning your individual account may become accessible to that organization’s administrator, including your name and email address, and your account may be added to the corporate account.
With third party vendors, consultants and other service providers who are working on our behalf and need access to your information to carry out their work for us. These entities have agreed to maintain the confidentiality, security, and integrity of the personal information they obtain from us, and, unless we notify you otherwise and provide you with an opportunity to opt-out, will not use your personal information for any purpose other than as described in this Policy.
With data analytics and advertising services in order to understand your preferences and to show you advertising about our Services.
With law enforcement, courts of competent jurisdiction, or others when we have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, (b) enforce applicable Terms of Service, including investigation of potential violations thereof, (c) detect, prevent, or otherwise address fraud, security or technical issues, or (d) protect against harm to the rights, property or safety ofPlanworking, its users or the public as required or permitted by law.
When we have your consent.
In connection with, or during negotiations of, any merger, sale of some or all ofPlanworking’s assets, bankruptcy or reorganization, financing or acquisition of all or a portion ofPlanworking’s business to another company.
We may share with third parties certain pieces of aggregated, non-personal information, such as the number of users who used a type of document or how many users clicked on a particular advertisement. Such information does not identify you individually.
Planworking takes reasonable measures to protect your personal information and your documents from loss, misuse and unauthorized access, disclosure, alteration and destruction and to ensure that your documents remain available to you.
We store the information we collect about you for as long as is necessary for the purpose(s) for which we originally collected it. We store our backups for six (6) months. We may retain certain information for legitimate business purposes or as required by law.
Hosting and Data Transfer
We are based in the United Kingdom and, unless we expressly agree otherwise, we may host, transfer, and process data, including personal information, in the United Kingdom and in other countries throughPlanworking affiliates and third parties that we use to operate and manage the Services. These countries may have data protection laws that are different from those of your country of residence.Planworking uses a variety of safeguards, including contractual and technical measures, to protect the data we transfer.
Your Choices and Rights
You have several choices with respect to your personal information, as follows:;
You may terminate your use of the Services at any time.
Accessing, Editing, or Deleting your Personal Information. If you have created an account, you may at any time review and/or update the contact information we have for you. Please note that even if you delete information from your account, or deactivate it, we may retain certain information as required by law or for legitimate business purposes. We may also retain cached or archived copies of your information for a certain period of time.
Promotional Communications. You may opt out of receiving promotional emails, text messages, or mail fromPlanworking by visiting your user settings page and updating your communications preferences, by following the instructions in emails or text messages, by visiting this website, or by sending an e-mail to helpdesk@support.Planworking.com. If you opt out, we may still send you transactional or relationship messages, such as emails about your account or updates to our Services.
Residents of the European Economic Area
If you are a resident of the European Economic Area (EEA), please review this additional information.
Legal Basis for Processing
When we process your personal data, we will only do so in the following situations:
1. We have your consent to do so. For example, we may ask your consent to send you marketing communications.
2. We need to use your personal data to perform our responsibilities under our contract with you (e.g., processing payments for and providing the Services you have requested).
3. We have a legitimate interest in processing your personal data. For example, we may process your personal data to communicate with you about changes to our Services, and to provide, secure, and improve our Services.
You have certain rights and protections under the law regarding the processing of your personal data. You may access, review, modify, and delete your personal data by following the instructions under "Your Choices" above.
Questions or Complaints
If you are a resident of the EEA and have a concern about our processing of personal data that we are not able to resolve, you have the right to lodge a complaint with the data privacy authority where you reside. For contact details of your local Data Protection Authority, please see: http://ec.europa.eu/justice/article-29/structure/data-protection-authorities/index_en.htm.