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Security and your data

A secure CRM: walled off, logged and yours to take

Where jobwin keeps your customer records, who inside your organisation can see and change what, what is logged, and how you get it all out.

At a glance

Region
The EU (the Ireland region)
Separation
Database rules on every table
Access
Five roles, and up to ten teams
Activity log
Every change, kept six months
Export
CSV, Excel and a full backup

Where the data lives

One organisation’s records, kept to itself

Hosted in the EU

jobwin’s database runs in the Ireland region. Error reports go to an EU-hosted service and carry no names, addresses or record contents.

Each organisation walled off

Every table has database rules: a query from your organisation only ever returns your organisation’s rows, and a person needs a licence to read anything.

Your documents

The organisation library holds files up to 50 MB each. Everyone in the organisation can open them; owners and admins keep it stocked.

Encryption and backups are those of the hosting provider’s plan. Ask sales@jobmate.cloud for the current terms before you rely on them.

Access

Five roles, checked by the database

What each person can see and change is decided by their role. A read-only user’s changes are rejected by the database, not just hidden in the app.

  1. 01OwnerEverything, including billing, team, roles and data controls.
  2. 02AdminEverything an owner does except owning: team, roles, teams, settings, data and the subscription.
  3. 03ManagerRuns their team: invites team members, creates teams, sees their team’s pipeline and settings.
  4. 04Team memberWorks their own leads, customers and cases. No exports, no reports.
  5. 05Read-onlySees their team’s records (or everything when not in a team), changes nothing.

Teams

Up to ten teams, so a manager runs theirs and sees their team’s pipeline.

View as

Owners and admins can see the app exactly as any teammate sees it.

Edits to the history

Only the author can delete an activity entry, and only owners and admins can edit one.

Exports by role

Exports and reports need the export permission, which team members do not have.

Activity log

Every record opened, every change, every export

Owners and admins see one log for the whole organisation: records opened, created, edited and deleted, imports and exports, sign-ins and administration. Entries cannot be edited or removed by anyone, and are kept for six months.

Filter it

By what happened, from Opened a record to Signed in, over today or the last 7, 30 or 90 days.

Export it

As CSV or as an Excel workbook.

Append-only

The database accepts new entries and refuses changes, and removes entries after six months.

Your data

Everything you put in, you can take out

“Your data is yours. Exports are plain CSV and JSON, no lock-in.” That is the app’s own line, in System settings → Data.

CSV exports

Leads and customers, with the columns and filters you have chosen.

Excel workbooks

Reports, cases, contacts and the activity log as real .xlsx files.

A full backup

The whole organisation as one JSON file, from System settings → Data.

Certifications

Only what is held

This page lists a certification only once it is held. None is listed today; that line changes the day one is.

Ask sales@jobmate.cloud for the current position, and for a security questionnaire to be completed.

Related: pricing · FAQ · contact

FAQ

Frequently asked questions

The questions an IT lead asks before sign-off.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

jobwin’s database is hosted in the EU, in the Ireland region. Error reports go to an EU-hosted monitoring service and carry an anonymous user id and the email domain, never the address or the contents of your records.

Bring your IT lead to the demo.

We will answer the security questions on the call.

app.jobwin.cloud