Privacy Policy

Helvetic Home Digital SA · Data protection information

Privacy and data protection

How Helvetic Home Digital handles platform information.

Helvetic Home Digital processes information needed to operate a digital property management coordination platform for owners, tenants, providers, and approved platform users.

Who this policy applies to

This privacy policy applies to users of the Helvetic Home Digital website, portal, forms, onboarding flows, and platform services.
Users may include property owners, tenants, applicants, service providers, approved platform users, and operational administrators.
Different platform areas may show different information depending on the user role and access rights.

Information we may process

Account information such as name, role, login details, company information, contact preferences, and onboarding details.
Property information such as address, property type, unit details, linked owner records, maintenance preferences, and operational history.
Tenant and request information such as issue descriptions, photos, documents, urgency level, status updates, messages, access details, and repair history.
Provider information such as company profile, trade categories, service area, availability, verification status, quote details, and response history.
Operational information such as approvals, quotes, insurance-related status, cost responsibility, uploaded files, messages, timestamps, and audit trails.

How information is used

To provide property management coordination, tenant communication, repair triage, provider quote handling, owner approvals, document storage, and reporting.
To operate secure role-based access between owners, tenants, providers, and platform administrators.
To support onboarding, waiting lists, provider applications, owner requests, issue tracking, and operational follow-up.
To improve platform reliability, service quality, workflow automation, user experience, and security.

Role-based access

The platform is designed so that users only access information relevant to their role and authorized workflows.
Owners may access information related to their properties, linked requests, approvals, documents, and provider coordination.
Tenants may access their own requests, messages, uploads, and relevant case updates.
Providers may access information needed to evaluate, quote, or complete approved service requests.
Administrators may access operational information needed to run the platform and support users.

Sharing information

Information may be shared between relevant platform users where needed to coordinate a request, quote, repair, document, approval, or operational workflow.
Information may be shared with service providers where necessary to assess or perform a requested service.
Information may be shared with owners, landlords, building management, régies, insurers, or other responsible parties where appropriate for a case.
Information may also be processed by trusted technical providers that support hosting, database, authentication, forms, communication, storage, analytics, or platform operations.

Security

Helvetic Home Digital aims to protect platform information using secure authentication, role-based access controls, database security rules, and operational safeguards.
Users are responsible for keeping their login credentials secure and for using the platform only for authorized purposes.
Sensitive information such as photos, documents, messages, approvals, insurance status, and case records should only be shared where relevant to the workflow.

Retention

Platform records may be retained for operational, legal, accounting, insurance, audit, reporting, or dispute-resolution purposes.
Retention periods may vary depending on the type of data, the property relationship, the relevant case, and applicable legal requirements.
Some records may need to be retained after a user account or property relationship ends where this is necessary for legitimate operational or legal reasons.

User rights

Users may have rights to request access, correction, deletion, limitation, or other handling of their personal information where applicable under Swiss data protection law.
Certain requests may be limited where information must be retained for legal, accounting, insurance, security, audit, or legitimate operational reasons.
Privacy-related requests can be submitted through the website, portal, or relevant onboarding channel.

Privacy enquiries

For privacy questions, data requests, or platform data concerns, please use the relevant website or portal channel.