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Privacy, security boundaries & current limits

What protects vault data

  • HTTPS/TLS protects data in transit.
  • Database storage is encrypted at rest; designated sensitive fields and uploaded files receive application-level encryption.
  • Passwords are hashed rather than stored in plaintext.
  • Mandatory MFA and expiring server-side sessions protect account access.
  • Every vault entry is gated by an active membership, then tenant data is scoped by vault with database row-level security.
  • Vault and platform audit records are separate.
  • Deleted items are kept indefinitely. Nothing removes them on a schedule — a deleted item remains recoverable until a Vault Admin restores it or purges it permanently.

Current product boundaries

  • The platform operator cannot browse customer items, photos, documents, or monetary reports from the Super Admin Console.
  • A full vault export package is planned but not currently available.
  • Billing and subscription checkout are not currently enabled.
  • Reports are the predefined set described in this guide; there is no custom report builder.
  • The Vault security page shows the platform password policy; per-vault password-policy customization is not available.
  • Zero-knowledge encryption is a future option, not the current key model.
  • There is not currently a Member/Admin-facing page for browsing the raw vault audit log, although operations are recorded internally.

Glossary

TermMeaning
AccountOne global identity: email, password, name, MFA, and sessions.
VaultA private customer space with isolated items, users, locations, and reports.
MembershipThe link between an account and a vault; stores role and active access.
MemberDay-to-day vault user without Admin settings.
Vault AdminMember capabilities plus configuration, access management, and recovery controls.
MFA / 2FAAuthenticator-code second step required for vault access.
Recovery codeSingle-use backup code for MFA sign-in.
Item codeAutomatic vault-local identifier such as INV-00001.
Move itemAudited movement from a current location to a destination.
StatusAn item's lifecycle state: Active, Inactive, or Gifted. Every item has exactly one.
InactiveRetained item/person/config record hidden from the active default view.
GiftedItem lifecycle state with recipient/date record.
DeletedSoft-deleted item, hidden from normal lists and recoverable by an Admin. Deletion is separate from status — a deleted item keeps the status it had, and is retained indefinitely until an Admin restores or purges it.
PurgePermanent deletion with no restore.

Admin launch checklist

  1. Confirm the vault display name and accent color.
  2. Review default locations; add custom storage locations and order them.
  3. Review default item types; add useful subtypes and document types.
  4. Set the default currency and inactivity timeout.
  5. Confirm every existing account has completed MFA enrollment.
  6. Invite at least one additional trusted Admin so the vault is not dependent on one person.
  7. Send each invitation security code out-of-band.
  8. Add a small set of representative items, photos/documents, and movements, then review all Reports.
  9. Test recovery codes and store them securely.