Security

Your clients' data stays theirs.

Revari keeps each company's records in their own workspace and logs who changed what. Here's how it works, and what your admins will see.

  • Each workspace kept apartEach company's records stay inside its own workspace.
  • A record of every changeThe change log shows who made each change and what it was before.
  • A code at sign-inSigning in takes your password plus a code we email you.
revarios.com/login
revarios.com/settings?tab=roles
Settings
Role access
Save
Client adminManagerRepViewer
Page access · RepOn
DealsDeals in their own book
Quotes
Reporting
Market Trends
Hey Revari
Settings › Users
revarios.com/admin/change-log
Admin
Change log
ShowAll changesByAnyoneWhenLast 24 hours
WhenActionRecordSummaryWho
UpdateQuote Q-1048Discount 8% → 14%Cassie Atwood
CreateDealHarbor Freightworks expansionDev Raman
Sign-inUserSigned in with emailed codeMaya Lin
UpdateContactPhone number changedDev Raman
DeleteTaskFollow up with PinecrestMaya Lin
revarios.com/admin/change-log
Change log
Quote Q-1048 updated
When
Oct 10, 10:42 AM
Who
Cassie Atwood
IP address
203.0.113.24
Browser
Mozilla/5.0 (Macintosh) Safari/605.1
Record
Quote Q-1048 · Northwind Partners
What changed
Discount8% → 14%
StatusDraft → Waiting for approval
What you'll see

The controls your admins use

Most of Revari's security works out of sight. These are the parts your admins will actually see and use.

01 · Sign in

A code by email when you sign in

After the password, Revari emails a six-digit code to finish signing in. Tick "Remember this device" and it won't ask again on that computer for 30 days. Prefer not to type a password? Sign in with a passkey on your phone or laptop instead.

02 · Roles

People only get the pages their role allows

Each person has a role, such as rep, manager or admin, and Revari checks that role every time someone opens or changes a record. An admin can also narrow down which pages each role sees. Typing the address of a hidden page just sends the person back.

03 · Change log

A record of who changed what

Admins and managers can open the change log to see every change in the workspace. You can filter it by person, by kind of record and by time.

04 · Detail

The before and the after

Open any entry to see what the record looked like before and after the change, along with the IP address and browser it came from. Nobody in the workspace can edit an entry. Each one is kept for 30, 60 or 90 days, depending on your plan.

Behind the scenes

The parts you don't see

Each workspace is kept apart

Every record belongs to one workspace, and Revari checks that each time a record is read or saved, underneath the screens you use. Because that check sits beneath every screen, a page can only ever show your own company's records.

Tax IDs are encrypted

Company tax ID numbers are encrypted before they're stored, and screens only show the last four digits. Sign-in tokens for connected social accounts are encrypted the same way. Hey Revari is never given tax IDs at all.

Encrypted in storage and on the way

Your data sits on encrypted disks, and every connection to Revari is secured with HTTPS, which browsers are set to require.

Limits on password guessing

Revari limits how many sign-in and password-reset attempts can come from one address in a short time.

Backed up automatically

Revari's data is backed up automatically, and it can be restored to a point in time if something goes wrong.

Uptime you can check yourself

The status page shows the last 90 days of uptime and the notes the team posts about incidents. It runs separately from the Revari app, so it's there to check whenever you need it.

Questions

Common questions

Where is my data kept?

With Amazon Web Services, in the United States.

Can I take my data with me?

Yes. A workspace admin can download everything in the workspace as one file from Settings.

Can I have personal details erased?

Yes. An admin can erase the personal details of contacts and users in the workspace, and stored tax IDs are wiped. The change log keeps a bare record that changes happened, without the personal details.

How long is the change log kept?

For 30, 60 or 90 days, depending on your plan.

Does Hey Revari see other companies' data?

No. Hey Revari only reads records from your own workspace. Anything it wants to change is shown to you as a draft first, and nothing is saved until you confirm.