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RuleDesk

Security & commercial trust

Control your terms.
Protect the record behind them.

Workspace access, reviewable AI, deterministic rules, and traceable commercial decisions support your deal workflow.

01 / Access

Bound to your workspace

Protected actions check company membership, account role, and relevant permissions. Sales, approval, and administration surfaces use their respective access controls.

  • Strong password and account-lockout controls
  • Email verification
  • Role-gated configuration and commercial actions
02 / Decisions

Predictable commercial rules

AI can prepare a draft or explanation. Stored policy and deterministic services calculate prices, enforce blocking conditions, and route approvals.

  • Reviewable AI proposals
  • Fresh approval after commercial edits
  • Final commercial snapshots before delivery
03 / Evidence

A connected audit history

Quote changes, approval decisions, buyer acceptance, CRM delivery, and customer email history stay connected to the commercial workflow.

  • Acceptance identity, consent, and timestamp
  • Retained signed quote and certificate PDFs
  • Delivery evidence and reviewed recovery

Practical safeguards

Protection around the everyday work.

Encryption and protected credentials

The public application uses HTTPS; trusted proxy handling and browser transport controls protect application links. Cloud storage is encrypted at rest; credentials use protected storage and passwords are hashed.

Private documents and buyer links

Documents use access-controlled storage. Buyer links are tokenized and expire or can be invalidated; recipients should keep valid links private.

Request and usage controls

Anti-forgery checks protect forms. Public endpoints and AI usage have rate or usage limits to reduce abuse.

Isolated testing

Sandbox rehearsals use synthetic commercial scenarios and controlled provider simulations. Publishing configuration is a separate reviewed action.

AI with a defined role

Review before commercial action.

Tom drafts, searches, and summarizes from the permitted workspace context. People review proposed changes, and the application enforces the commercial workflow.

Read the privacy policy →

Responsible disclosure

Have a security question
or found an issue?

Contact the team directly at security@ruledesk.ai.