1. Who we are and what this policy covers
Plan Your Edge LLC (“we,” “us,” or the “Company”), owned by Schwartz Marketing & Consulting LLC, provides business applications and services through planyouredge.com and associated application subdomains. This policy describes personal information practices for the website, accounts, inquiries, and Services that link to it.
For customer-controlled information processed on an organization’s behalf, the relevant service agreement and that organization’s instructions also apply. That organization may be responsible for its own privacy notices and decisions about the information it submits. Contact us if you are unsure who should handle a request.
2. Information processed
Depending on the Service and your interaction with us, information may include your name, work email, telephone number, organization, business contact details, account profile, access permissions, and communications with us. Application records may include project details, documents, inventory submissions, and information about customer or partner contacts entered by authorized users.
Access and security systems may process IP addresses, browser or device information, authentication events, timestamps, requested pages, and related technical logs. Sign-in providers may share information needed to authenticate you, such as an email address and an authentication result. The information involved depends on the sign-in method used.
Information comes from you, your organization’s authorized users or administrators, connected sources you authorize, and systems supporting the Services. Avoid submitting sensitive personal information that is not necessary for the business task.
3. Purposes and legal grounds
We use relevant information to respond to inquiries, administer authorized access, provide and support requested features, process customer instructions, troubleshoot problems, protect systems, investigate misuse, maintain business records, and meet applicable legal obligations.
Where applicable law requires a legal basis, we rely on performance of a contract with you or precontractual steps you request, legitimate interests in administering and protecting a business service where those interests are not overridden by your rights, legal obligations, or consent when required. Optional marketing or tracking must follow applicable notice and choice requirements.
4. Sharing and access
Information may be disclosed to service providers supporting hosting, authentication, communications, security, or technical support, only as needed for their authorized functions and subject to appropriate obligations. Cloudflare supports website delivery and access protection within our current service environment.
Your organization’s authorized administrators and other permitted users may access records according to the application’s permissions and sharing settings. Content submitted for public inventory display may be visible to website visitors. Do not place personal or confidential information in fields intended for public display.
We may disclose information to the parent company where necessary for authorized administration or support, to professional advisers, to comply with law or valid legal process, or to protect lawful rights and safety. A business transfer may involve information subject to appropriate safeguards and required notices.
5. Cookies and similar technologies
Websites and applications may use cookies or similar storage for authentication, security, and session continuity. Browser controls can restrict cookies, but blocking necessary technologies may prevent sign-in or other functions from working.
Any optional analytics, advertising, or similar tracking requires disclosures and choices appropriate to the technology and applicable law. Consent, where required, must be obtained before the relevant optional technology is used.
6. Retention and protection
Information is retained for the relevant service or business purpose, subject to legal obligations, security needs, dispute handling, and applicable customer agreements. Retention decisions consider the information’s sensitivity, why it was collected, whether the purpose remains active, and lawful deletion requests. Backup copies may follow a separate deletion cycle.
We seek to apply reasonable administrative, technical, and organizational safeguards appropriate to the information and risk. No system can be guaranteed completely secure. Please report suspected misuse or unintended disclosure promptly, and do not email passwords or authentication codes.
7. International processing
Information may be processed in the United States and in locations used by authorized service providers. Privacy protections may differ between countries. Where applicable law requires safeguards for an international transfer, we must establish the appropriate mechanism before making the transfer.
8. Requests and choices
Contact [email protected] to ask about personal information, update inaccurate details, or request account closure. Depending on applicable law and our role, you may have rights to access, correct, delete, or obtain a copy of information, restrict or object to processing, withdraw consent, or opt out of specified uses.
We may need reasonable information to verify identity and authority, but will not request more than necessary. Some requests may be limited by law, another person’s rights, or a customer’s lawful instructions. Where an organization controls the relevant information, we may direct you to it or assist it with the request.
We will respond within applicable legal timeframes and explain a refusal where required. You may also have a right to complain to a data protection authority or appeal a decision. Exercising a privacy right will not result in unlawful discrimination. Withdrawal of consent does not affect prior lawful processing.
9. Children and third-party services
Our applications are intended for adult business users, and our website is not directed to children. Do not submit children’s personal information. If you believe such information has been provided, contact us so we can assess and address it appropriately.
External websites, sign-in providers, and independently operated applications have their own privacy notices. This policy does not replace their notices or describe every independent use they may make of information.
10. Changes and contact
We will update this policy when practices materially change, identify the applicable revision, and provide additional notice or seek consent where required. A revised notice does not by itself authorize an incompatible new use of previously collected information.
For privacy questions or requests, contact Plan Your Edge LLC using the details below. Include enough information to identify the relevant Service and request, but avoid sending unnecessary sensitive information.