Your members trust you with a lot. We treat it that way.
Concierge teams hold some of the most personal information there is: homes, families, travel plans and passports. Here’s how MyRolodex keeps it safe and keeps it yours.
How member data is protected
- Encrypted in transit and at rest
- Every connection to MyRolodex runs over HTTPS, and stored data is encrypted. Vault documents get an extra layer of encryption on top.
- Role-based access
- Decide who sees what. A junior concierge can work a dining request without seeing a member’s payment details or passport.
- A full audit history
- Changes to members, requests and vendors are recorded with who made them and when, so managers can always answer “who touched this?”
- A vault for the most sensitive details
- Passports, licenses and cards live in a separate vault. Every view is logged, and access is granted per person, not per team.
- Hosted in the United States
- MyRolodex runs on Amazon Web Services in the US East region, with isolated environments for production and testing.
- Your domain, your relationships
- Messages go out under your organization’s name, and the history belongs to your company. When someone leaves, you revoke their access in one step.
Discretion is part of the service
Your members expect their preferences, plans and documents to stay between them and the people who look after them. MyRolodex is built so that the default is need-to-know: sensitive details are separated, access is granted deliberately, and every look at a vault document leaves a record.
The same principle applies to your team’s own devices. When a concierge’s phone and inbox sync to MyRolodex, the conversation becomes part of the member’s record under your control, rather than sitting on a personal device after that person has moved on.
Security: common questions
Anything else, write to hello@myrolodexcrm.com.
Who at MyRolodex can see our member data?
Only a small number of engineers, and only when you ask us to help with a support issue. Access to production systems is restricted and logged. We never sell member data or use it for advertising.
How do intelligent insights use member data?
Insights are generated from your own organization’s data to suggest next steps for your team. Your members’ details are never used to make suggestions for another organization, and nothing is sent to a member without someone on your team approving it.
What happens to our data if we leave?
You can export your members, requests and vendors at any time. When you close your account, we delete your data from production systems on a defined schedule and confirm when it’s done.
Can we limit what each team member sees?
Yes. Roles control access to members, financial details, vendor terms and the vault. You can also restrict a member’s profile to the people who look after them.
Do you support security reviews?
Yes. If your club or firm has a vendor security questionnaire, send it to hello@myrolodexcrm.com and we’ll work through it with you.
Your members expect you to remember. Now your whole team can.
Or write to hello@myrolodexcrm.com