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Security

Your Clients Trust You. We Help You Keep It.

Contracts, payments and personal details pass through your workspace every day. Here is how we protect them, in plain language.

Our approach

Protecting client information is not a feature. It is the foundation of the job.

We build security into the product the same way we build the rest of it: quietly, carefully and with the real work in mind.

How we protect it

Six Layers, Working Together.

01Access

Role based permissions

Every person sees only what their role allows. Assistants, staff, vendors and clients each get the access their work requires.

Roles and access
TimelineFilesBudgetNotes
Timeline assistant
Virtual assistant
Client
Vendor
02History

An audit trail

Important actions are recorded, so you can see who changed what and when.

Today · Workspace
Events
7
Tasks due
12
Unpaid
$8.4k
  • Confirm florist delivery window
  • Send final headcount to caterer
  • Review seating with venue
03Identity

Two step verification

Accounts can be protected with a second step at sign in, and workspaces can be set to require it for their team.

04Isolation

Your data stays yours

Database level rules keep each workspace separate, so one business can never read another's records.

05Transit

Encrypted connections

Traffic between your browser and Vision travels over encrypted connections with modern security headers.

06Payments

Cards handled by Stripe

Card details go straight to our payment provider and never sit in your workspace or in ours.

A laptop on a bright, minimal desk
People and permissions

The Right Access, Nothing Extra.

Most data problems are access problems. Vision makes the safe choice the easy one, with roles that match how event teams really divide the work.

  • Timeline assistants edit schedules, never budgets
  • Virtual assistants manage files, never invoices
  • Clients see shared documents, never internal notes
  • Vendors see their own slice of the schedule
In practice

Shared Folders, or a Controlled Workspace.

Email and shared drives
open
  • 01

    Files forwarded to whoever asks

  • 02

    No record of who saw what

  • 03

    Everyone on the team sees everything

  • 04

    Client details live in many inboxes

If you need something removed

Privacy Requests, Handled.

Your clients have rights over their information. Vision gives your workspace a clear way to honour them.

  1. 1

    A request arrives

    A client or guest asks to see, correct or delete their information.

  2. 2

    It is logged in your workspace

    Requests are recorded in one place so nothing is lost in an inbox.

  3. 3

    You review and respond

    Work through the request with the tools and the history in front of you.

  4. 4

    The outcome is recorded

    A clear record shows what was done and when.

In practice

Quiet confidence is built, not claimed.

We would rather show you how it works than tell you it is safe.

Venue agreement · Awaiting signature
Client signature
Sign
The Hartley Wedding · Client portal
72%
Planning on track
18 of 25 milestones complete
  • Venue agreementSigned
  • Deposit invoicePaid
  • Menu selection formDue Friday
Questions

Security Questions.

Support@myeventvision.com
Can I require two step sign in for my team?

Yes. Workspaces can set two step verification as a requirement for the people on their team.

Where are card details stored?

With our payment provider, Stripe. Card details do not pass through or rest in your Vision workspace.

Can one workspace see another workspace's data?

No. Records are isolated by workspace at the database level.

How do I report a vulnerability?

Email Support@myeventvision.com with the details. We read every report and reply quickly.

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