Scope and account setup
The customer must approve the selected plan or written scope and provide accurate workflow rules, authorised data, and access to any connected accounts. Only the product, setup, reporting, hosting, support or handover stated in that scope is supplied.
Customer responsibilities
- Use the service lawfully and keep account access secure.
- Confirm stock data, KPI definitions, pricing rules, reminders and business decisions.
- Review estimates, automated actions, reports, exports and corrections appropriate to the business risk.
- Maintain licences and provider accounts identified as customer-supplied.
Accounts, permissions and company records
A workspace owner controls membership and roles. Users must not attempt to access another company or exceed their assigned permission. Company data remains associated with the workspace when a member leaves. Material changes are recorded in the available audit history.
Billing and Paddle
For an enabled Paddle order, Paddle is the seller of record and handles checkout, payment details, applicable transaction taxes, receipts, refunds and chargebacks. The checkout must show the selected product, full charge, currency, billing period, renewal and applicable tax before payment. The SystemLineage application does not collect card numbers.
Failed payment, cancellation and retention
A failed renewal receives a seven-day grace period before read-only export access. Cancellation normally keeps normal access through the paid period, followed by 30 days of read-only export access. Terminated-company data is retained for 90 days before reviewed deletion may begin, subject to longer legal, tax, dispute, fraud, security or written-contract requirements. A payment event never deletes records automatically.
Results, limitations and availability
The agreed tool or service does not guarantee revenue, savings, rankings, regulatory certification, call outcomes or uninterrupted third-party services. Planned maintenance, hosting limits or an external provider incident may affect availability. Each product page or written service scope states the supported workflow, limits, customer responsibilities and evidence used to confirm delivery.
Ownership and permitted use
Customers keep ownership of their business data and agreed exports or handover materials. The contracting entity named in the approved order retains its software, reusable methods and pre-existing materials unless the written scope states otherwise. The customer receives the access or licence stated in the order and must not misuse, resell or interfere with the service.
Ending a service
Cancellation, access, refunds, exports and handover follow the selected plan, Paddle's applicable buyer terms and the Cancellations & Refunds policy. Mandatory buyer rights are not excluded.
Changes and formal notices
Material changes to price, renewal or service scope must be shown before they apply. Questions or formal notices can be submitted through the contact page. The checkout or written order identifies any additional terms that apply.