Privacy Policy — Synergy Data Solutions

Synergy Privacy Policy

Effective Date: November 10, 2026 | Last Updated: November 10, 2026

1. Who we are and what this policy covers

Synergy Data Solutions, LLC (“Synergy Data,” “we,” “us”), 55 East Paulding Drive, Suite 152, Dallas, GA 30157, operates the Synergy electrical asset management platform (the “Service”), including the web application at app.synergydata.us and customer-specific instances on synergydata.us subdomains, the Synergy sign-in service at auth.synergydata.us, and the website at www.synergydata.us.

This policy explains what information we collect when you use the Service or our website, how we use and share it, and the choices you have. It applies to everyone who creates or uses a Synergy account, including employees of our customers, their partners and testing organizations, and visitors to our website.

Our customers (the organizations that purchase Synergy) decide what asset, test and maintenance data they enter into the Service and who may access it. For that customer data we act as a service provider (processor) on the customer’s instructions and under our agreement with the customer; for your account and sign-in information we act as the controller. Where this policy conflicts with a written agreement between Synergy Data and a customer, the agreement governs for that customer’s data.

This policy does not apply to Microsoft, Google, or any other third-party website or service that you use with or alongside the Service. Those services are run by third parties under their own privacy policies and terms.

In short. We use your account and sign-in information only to sign you in, run and secure the Service, and support you. We do not sell your personal information, we do not share it for cross-context behavioral advertising, and we do not use it for advertising of any kind.

2. Information we collect

Account information. When a customer administrator creates your Synergy account, or invites you to join, we collect your name, email address, job title or role, the organization and office locations you belong to, and, if you choose one, a password (stored only as a salted hash). You may add a profile photo and phone number.

Sign-in provider information. If you sign in with Microsoft or Google, we receive a small set of identity details from that provider, described in Section 3.

Customer data. Our customers and their users enter asset records, nameplate data, test and inspection results, data sheets, photos, one-line drawings, documents, reports, job and timesheet records, comments and similar operational information. This data belongs to the customer. It may incidentally include personal information about technicians, contacts and site personnel (for example a name on a signature line or in a photo).

Device and usage information. When you use the Service we automatically collect your IP address, browser and device type, operating system, app version, pages and features used, and timestamps, plus diagnostic events and error reports. The Synergy app can work offline: it stores a copy of your data and session on your device (in browser storage) so you can keep working without a connection and synchronize later. If you scan an equipment QR code or take a photo in the app, the app uses your device’s camera only for that purpose and only with your permission. Photos may also contain information your device adds automatically, such as the date, time and location where the photo was taken. You can turn off location tagging in your device’s camera settings.

Support communications. When you contact support we keep the correspondence and any screenshots or diagnostics you send.

Website visitors. If you fill out the contact or quote request form on our website, we collect the information you provide, such as your name, company, email address, phone number and message, and use it to respond to you. Our website uses cookies and similar technologies for basic operation and analytics; see Section 7.

Information we do not collect. The Service does not collect your browsing history outside the Service, the contents of your Microsoft or Google email, files, calendar or contacts, payment card or bank account numbers, government identification numbers, or health information, and we do not use third-party advertising software in the Service.

3. Signing in with Microsoft or Google

You can sign in to Synergy with a Microsoft account (work, school or personal) or a Google account instead of a Synergy password. Sign-in is handled by our central sign-in service at auth.synergydata.us, which passes you back to your organization’s Synergy instance.

What we receive from the provider. With your consent on the provider’s screen, we receive only basic profile information: your name, your email address and, where the provider supplies it, whether the provider has verified it, your profile picture link (if any), the provider’s unique identifier for your account, and, for Microsoft work accounts, your organization’s directory identifier. We request only the standard openid, profile and email permissions.

What we do with it. We use this information to confirm who you are, to match you to the Synergy account your administrator has already created for you (by your email address when you first sign in with that provider, and by the provider’s identifier after that), and to show your name in the app. We record the time of each sign-in and the provider used.

What we never receive or do. We do not receive or store your Microsoft or Google password. We do not request access to your email messages, files, calendar, contacts or any other data in your Microsoft or Google account. We do not keep the provider’s access or refresh tokens after sign-in completes, and we do not use provider information for advertising or share it with third parties except as described in Section 5. We do not use information received from Microsoft or Google to train artificial intelligence or machine learning models. Signing in with a provider does not create a Synergy account; an administrator for your organization must create it or invite you first. Your organization’s administrator controls whether you have access and what you can see and do.

Unlinking and revoking. You can remove the link between your Synergy account and a provider on your Profile page in the app. You can also revoke Synergy’s access from the provider’s side at any time: for Google at https://myaccount.google.com/permissions and for Microsoft at https://myapps.microsoft.com. After you unlink or revoke, you can still sign in with your Synergy password if you have one, or ask your administrator to reset it.

4. How we use information

We use the information described above to:

provide, operate and secure the Service, including signing you in, synchronizing your offline data, and generating reports;
maintain your account and respond to support requests;
monitor performance, diagnose problems and improve the Service;
send service messages such as sign-in codes, password resets, invitations and notices about changes to the Service (not marketing, unless you opt in);
enforce our agreements and protect the rights, safety and property of Synergy Data, our customers and others; and
comply with law.

We do not sell personal information, and we do not use it for third-party advertising.

Google user data. Synergy’s use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. We use Google account information only to authenticate you and link your Google account to your existing Synergy account and to show your name in the Service, and we do not transfer it to others except as needed to provide that feature, to comply with law, or as part of a merger or acquisition after obtaining your explicit prior consent. We do not use or transfer Google user data for advertising, including personalized, retargeted or interest-based advertising, and we do not allow humans to read it unless we have your affirmative consent, it is necessary for security purposes or to comply with law, or it has been aggregated and anonymized for internal operations.

Microsoft account data. Information received from Microsoft at sign-in is used only for the purposes in Section 3, consistent with Microsoft’s platform policies.

We share personal information only as follows, subject to the limits on information received from Microsoft and Google in Sections 3 and 4:

Your organization. Administrators of the customer organization that owns your Synergy account can see your account details, activity within their instance, and the data you enter. Customers may also grant access to partner organizations and testing contractors who work in their instance. When your organization uses the request for quote (RFQ) feature, the RFQ document includes the requesting user’s name and contact information and any facility or equipment details your organization includes; your organization chooses which testing companies or vendors receive it.
Service providers (subprocessors). Companies that host or support the Service on our behalf, under contracts that limit their use of the data to providing those services and prohibit them from using it for their own purposes. These include providers of cloud hosting and storage, data backup, email delivery, website hosting, error monitoring and customer support, such as Microsoft Azure (hosting and databases, United States); Mailgun (transactional email); Microsoft and Google (identity providers, only when you choose to sign in with them); Squarespace (website hosting).
Legal and safety. When required by law, subpoena or court order, or when we believe disclosure is necessary to protect the rights, property or safety of Synergy Data, our customers or others. We review legal demands for validity and scope and, where the law allows, tell the affected customer organization before we respond.
Business transfers. If Synergy Data is involved in a merger, acquisition or sale of assets, personal information may be transferred as part of that transaction (subject to the consent requirement in Section 4 for information received from Google); we will notify affected users before their information becomes subject to a different privacy policy.

We do not sell personal information and we do not share it for cross-context behavioral advertising or with third parties for their own marketing.

6. Data retention and deletion

We keep account information for as long as your account is active and for a reasonable period afterwards to handle disputes, enforce our agreements and comply with legal obligations. Customer data is retained according to our agreement with the customer organization; the customer controls deletion of records within its instance and may request deletion of its instance when the relationship ends.

We decide how long to keep information based on how long we need it to provide and support the Service, the terms of our agreement with the customer organization, our legal, tax and accounting obligations, and the need to maintain security, resolve disputes and enforce our agreements.

Sign-in provider information (Section 3) is kept only while the link between your Synergy account and the provider exists. Unlinking removes the provider identifier from your account; the email address remains part of your account record. Records of past sign-ins are kept with our server logs, as described below.

Server logs and diagnostic data are kept for a limited period for security and troubleshooting and then deleted or anonymized. Data cached on your device for offline use remains until you sign out or clear the app’s storage.

To request deletion of your account or personal information, contact your organization’s Synergy administrator or email client.support@synergydata.us. We will respond within 30 days, subject to any retention required by law or by our customer agreement. After a deletion, information may remain in backup copies until those copies expire on their normal schedule, and we do not restore deleted information to active use. If a legal hold applies, we keep the affected information until the hold ends.

If we discontinue the Service, we will give customer organizations reasonable advance notice and an opportunity to export their data, and we will then delete or de-identify personal information as described in this Section.

7. Security, cookies and local storage

Security. We protect information with encryption in transit (TLS), encrypted storage, role-based access controls, logging, and regular updates. Sign-in through Microsoft or Google benefits from that provider’s protections, including any multi-factor authentication your organization requires. No system is completely secure; if you believe your account has been compromised, contact your administrator or client.support@synergydata.us immediately. Information you export, download, print or email from the Service is outside our safeguards once it leaves the Service. If we learn of a security incident affecting your personal information, we will notify you, your organization and regulators as required by applicable law. We do not guarantee that files uploaded by other users are free of viruses or other harmful code, so open only files from sources you trust.

Cookies and local storage. The Synergy app stores your session token, user profile, permissions and a working copy of your data in your browser’s storage so it can run offline; this data is removed when you sign out. The sign-in service at auth.synergydata.us sets short-lived cookies only to complete the sign-in handshake with Microsoft or Google; it keeps no persistent session. Our website uses essential cookies and may use analytics cookies to understand site traffic; you can block cookies in your browser, which may affect site features.

Do Not Track. We do not respond to browser Do Not Track signals because there is no common standard for them.

8. Children, international users, changes and contact

Children. The Service is for business use and is not directed to children under 16. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 16, we will delete it.

International users. Synergy Data is based in the United States and the Service is hosted in the United States. If you use the Service from outside the United States, your information will be transferred to and processed in the United States, where privacy laws may differ from those in your country.

Your choices and rights. You can review and update your account information on your Profile page, unlink sign-in providers, and request access to, correction of, or deletion of your personal information by contacting us. Where you use Synergy through a customer organization, we may refer your request to that organization. Depending on where you live, you may have additional rights under applicable privacy law; we will honor them as required. We will verify your identity before acting on a request, generally by confirming that you control the email address on your account, and we do not charge for requests unless the law allows a fee for excessive or repetitive requests. If we deny your request, you may appeal by emailing client.support@synergydata.us with “Appeal” in the subject line; we will respond in writing.

Changes to this policy. We may update this policy from time to time. We will post the revised policy at https://www.synergydata.us/privacy with a new effective date and, for material changes, notify users through the Service or by email. If we change how we use information received from Microsoft or Google, we will notify you and, where required by Google’s policies or applicable law, obtain your consent before the change takes effect. You may request a copy of a prior version of this policy by contacting us.

Contact. Synergy Data Solutions, LLC, 55 East Paulding Drive, Suite 152, Dallas, GA 30157 · client.support@synergydata.us · 470-877-1068.

Accessibility. If you need this policy in an alternative format because of a disability, contact us at client.support@synergydata.us and we will provide it.