Acceptable use policy

Effective date: pending legal review

This policy sets the rules for using the Advizr client platform, Advizr proprietary tools, and any custom-built systems we host for you. It exists to protect your data, other clients, and the people your systems interact with. It forms part of the Terms of service and applies to everyone on your team with platform access.

Account rules

• One login per person. Each team member signs in with their own credentials. Don’t share accounts — shared logins defeat the role-based access controls that protect your data. See Roles and permissions.
• Keep credentials secure. Use a strong, unique password stored in a password manager. Practical guidance is on the account security page.
• Report compromise promptly. If you suspect an account has been accessed without authorization, tell us immediately through Chat or legal@advizr.ca.
• Respect role boundaries. Don’t attempt to access billing, settings, or data beyond what your assigned role allows.

Prohibited activities

You must not use Advizr systems to:

• Break the law, or help anyone else break the law
• Infringe intellectual property, privacy, or other rights of any person or organization
• Upload or distribute malware, or content that’s fraudulent or deceptive
• Probe, scan, or test the vulnerability of Advizr systems, attempt to bypass authentication or access controls, or access another client’s data — if you want to run a security assessment as part of vendor due diligence, ask us first and we’ll arrange it
• Interfere with the platform’s operation, including knowingly imposing load far outside normal business use
• Resell, sublicense, or operate Advizr proprietary tools for third parties — your licence covers your own business operations, as set out in Software licensing
• Misrepresent automated output as independent human work where that would deceive the recipient

Rules for automation and outreach tools

If your engagement includes lead generation, LinkedIn automation, or email systems, you carry responsibilities for how they’re used — these tools act in your name:

• Anti-spam law. Commercial messages sent through your systems must comply with Canada’s Anti-Spam Legislation (CASL) and the anti-spam laws of your recipients’ jurisdictions. That means valid consent, accurate sender identification, and a working unsubscribe mechanism.
• Third-party platform terms. Automation that interacts with third-party platforms (such as LinkedIn) must be used within the limits we configure. You’re responsible for how the activity reflects on your accounts with those platforms; we design the tools to operate conservatively, and we’ll tell you if a use you request would push past sensible limits.
• Data you feed in. Only upload contact or prospect data you have the legal right to use for outreach. If a recipient opts out, honour it — the systems we build include opt-out handling, and circumventing it is a breach of this policy.
• No deception. Outreach must accurately identify your business. Impersonation of people or organizations is prohibited.

Your data and other people’s data

You’re responsible for the content your organization puts into the platform. Upload only data you have the right to hold and process. If your data includes other people’s personal information — customers, prospects, employees — you remain accountable for it under privacy law, and our handling of it is governed by Data processing.

Fair use of AI features

AI features on the platform are provided for your business use. Don’t use them to generate content that’s unlawful or that you intend to pass off in violation of the prohibited activities above. There are no hard message caps today; if usage patterns ever threaten service quality for your own team, we’ll talk to you before changing anything.

How we enforce this policy

Enforcement is proportionate to the problem:

1. We talk to you first. For most issues, your assigned engineer raises it and we agree a fix.
2. Suspension. If a breach creates a security or legal risk — compromised credentials, unlawful outreach, attempts to access other clients’ data — we may suspend the affected accounts or tools immediately while we investigate.
3. Termination. Material breaches that aren’t remedied after written notice can lead to termination under the Terms of service. Your custom-built systems remain yours per Software licensing; access to proprietary tools ends.

Where the law requires it — for example, unlawful content — we may also be obliged to report activity to authorities.

Reporting misuse

If you see something that looks like a violation of this policy — by anyone, including Advizr staff — report it to legal@advizr.ca. We investigate every report and will tell you the outcome where we can.

Changes to this policy

If we make material changes, we’ll update the effective date and notify active clients by email. Continued use of the services after the effective date constitutes acceptance.

Governing law

This policy is governed by the laws of the Province of Ontario and the federal laws of Canada applicable in Ontario.

Contact

Questions about whether a planned use is acceptable: email legal@advizr.ca, or raise it with your assigned engineer through Chat.