PartnerOS Privacy Policy

Last Updated: May 5, 2026

PartnerOS, Inc. (“PartnerOS,” “we,” “our,” or “us”) prepared this Privacy Policy to help you understand our practices with respect to the collection, use, and disclosure of information we collect from you through: (i) partneros.ai, its subdomains, and any other website where our Terms of Service are posted; (ii) our online hosted partner relationship management (PRM) platform and related cloud services; and (iii) our “Software,” meaning, collectively, our browser extensions, mobile applications, other downloadable apps, application programming interfaces (“APIs”), AI Actions, AI Signals, and related tools and documentation ((i) through (iii) collectively, our or the “Services”).

You can see our previous Privacy Policies upon written request to privacy@partneros.ai.

1. What Information We Collect and How

We collect information from you when you:

• Create or register an account, or administer your account or your organization’s workspace

• Input, post, upload, sync, or otherwise submit information, data, partner records, deal registrations, content, or other materials through the Services

• Submit questions, requests, or other communications to us via various communication channels

• Contact us for customer support, security, privacy, or technical support

• Visit any of our websites or download any of our applications

• Participate in promotions, user conferences, webinars, demonstrations, contests, sweepstakes, surveys, or other marketing events

• Participate in beta programs, design partner programs, research interviews, or product feedback sessions

• Interact with other users of the Services, partner organizations, or guests on our community forums or in shared meetings

• Integrate third-party products and services with your account on our Services (your “PartnerOS Account”), including CRMs, identity providers, billing platforms, communication tools, AI Providers and more.

We also collect information about you from our business partners, including referral partners, resellers, and consulting partners, and from third parties that help us with sales and marketing efforts, such as prospecting and enrichment vendors. We may also obtain publicly-available business contact information.

Below is additional information about what we collect, depending on how you interact with the Services:

a. Your Content

“Content” includes all information, data, partner records, deal registrations, joint partner plans, learning materials, files, prompts, embeddings inputs, and other content, in any form or medium, that is collected, uploaded, generated, downloaded, or otherwise received, directly or indirectly, from you (or on your behalf) by or through the Services. It also includes information you provide when connecting a third-party account, product, or service (such as a CRM, identity provider, or AI provider) to the Services. You (or the organization on whose behalf you use the Services) own and control the nature of any Content, subject to any applicable terms and conditions including our Master Services Agreement (MSA), Data Processing Addendum (DPA), Terms of Service, and this Privacy Policy. Our collection, use, and disclosure practices with respect to Content are distinct from those with respect to other sorts of information, as explained in Section 2.a. below.

We may upload Content automatically with your authorization from third-party services (such as from your CRM, Google Drive, or other connected systems). See Section 1.c. below.

b. Customer Information

“Customer Information” consists of information related to your access or use of our Services, the creation of accounts, or that otherwise identifies you as a customer or end user of the Services. Customer Information includes:

• Identifiers. Your name, mailing address, email address, postal code, telephone number, and other similar identifiers.

• Customer Records. Username and password (when not federated through SSO), payment information, company name, job title, business email address, and department.

• Protected Classification Characteristics. To the extent voluntarily provided in connection with surveys or events, age and gender.

• Commercial Information. Information about products, subscription tiers, AI Actions usage, and Services purchased, obtained, or considered.

• Internet/Network Activity Information. Browsing history, log and analytics data, information about the device(s) used to access the Services, domain server, search history, and information regarding your interaction with our Services and other usage data.

• Audio/Visual Information. Pictures you provide or upload in connection with our Services, and the content and audio or video recordings of phone or video calls between you and us that we record where permitted by law.

• Profession/Employment Information. Your current employer, title, partner organization affiliation, and location.

• Other Personal Information. Personal information you provide to us in relation to a survey, comment, question, request, or inquiry, and information you provide when you connect a third-party account, product, or service to the Services.

• Inferences. Inferring your location using your IP address, or using data from your use of our Services to make predictions about your preferences, characteristics, partner program interests, and engagement patterns.

If you are an end user using the Services through an account created on your behalf by another of our customers (such as your employer, a partner organization, or another individual that uses our Services), we may collect and process Customer Information about you on behalf of the customer with whom your use of the Services is associated. In that case, the customer is the controller (or business) of your personal information, and our processing is governed by our agreement with that customer, including our DPA where applicable.

c. Third-Party Integrations

If you create your account using a service provided by a third party such as Google or Microsoft, or a single sign-on service provided by a third party such as Okta or another identity provider supported through WorkOS, we may collect Customer Information about you from the third-party service (such as your username, email address, or user ID associated with that third-party service). If you create your account using such a third-party service, or if you give us permission by changing the settings on your PartnerOS Account, we may also collect, and you authorize us to collect, information about your business contacts as may be stored within that third-party service, which we may use to facilitate your invitation of teammates and partners to our Services. By choosing to create an account using a third-party service, you also authorize us to collect Customer Information necessary to authenticate your account with the third party.

Certain aspects of the Services allow you to link or integrate third-party products and services to enable certain features and functionalities. For example, you can connect your CRM (such as Salesforce or HubSpot), email and calendar systems, communication tools (such as Slack) or document storage systems to generate Content in the Services or to push Content out from the Services. If you choose to use these features, you may be asked to create an account with the third party or link your existing third-party account with the Services (and, by doing so, agree to the privacy policy and/or terms and conditions of that third party). You may also be asked to authorize the Services to collect information from the third party on your behalf. Once authentication is complete, we have the ability to access information you provided to us or that was otherwise collected by the third-party service in accordance with the privacy practices of that third party. We will store the information we collect and associate it with your PartnerOS Account, and we will use it to enable the integration and to perform actions requested or initiated by you, or that are reasonably necessary to carry out instructions you provide.

d. Automatically-Collected Information

We collect information about how you use the Services and your actions on the Services, including your IP addresses, browser types, operating systems, ISPs, platform types, device types, and mobile device identifiers such as make and model, and mobile carrier. We may also use tools, including third-party tools such as PostHog and Sentry, to collect product analytics, error telemetry, and performance data. Some of this information is collected through the use of cookies and other tracking technologies, such as web beacons, pixels, and similar technologies. Please see our Cookie Policy for more information about our use of cookies and similar tracking technologies.

2. How We Use the Information We Collect

a. Use of Content

Notwithstanding anything to the contrary in this Privacy Policy, we will not use or access your Content except: to provide, maintain, improve, secure, or optimize use of the Services; where you (or the organization through which you have an account) explicitly approve access (e.g., during a customer support inquiry, design partner program, or beta testing); in response to lawful requests by law enforcement or government authorities; in response to subpoenas, court orders, or other legal process or requests, as required by applicable law as determined in our discretion; where necessary (in our sole discretion) to ensure the stability and security of the Services and our systems (e.g., where we have reason to believe specific Content is degrading server stability or compromising security); and where necessary (in our sole discretion) to protect the rights, privacy, safety, or property of you, us, or others. Notwithstanding the foregoing, you acknowledge and agree that we may retain, take possession of, delete, or deny you access to your Content if we believe, in our sole discretion, that some or all of your Content, or your use of the Services, violates our Terms of Service or MSA.

No training on customer data. We do not use Content to train, fine-tune, or otherwise improve foundation models, whether our own or those of our AI subprocessors. Our agreements with our AI subprocessors (including Anthropic) likewise prohibit the use of Content for model training. We may analyze metadata related to Content (such as total number of records, file size, API and AI Actions volume, access logs, and aggregated, de-identified usage signals) to operate, secure, and improve the Services.

b. Use of Other Information

We use the information we collect for a variety of purposes, and how we use it depends on what we collect and which Services (or features of the Services) you use. These purposes may include:

• Fulfilling our Contract with You and Providing the Services to You. Including: (i) responding to requests or inquiries from you; (ii) providing customer support, security support, or technical assistance; (iii) contacting you to provide product updates or information about products you have requested or purchased; (iv) creating, managing, or administering your information and account, including identifying you with your PartnerOS Account or the account of another PartnerOS customer; (v) provisioning AI Actions, AI Signals, and other usage-based features; and (vi) auditing relating to interactions, transactions, and other compliance activities.

• Analyzing and Improving our Services Pursuant to our Legitimate Interest. Including: (i) deriving market insights, ways to improve the Services, and performing other business analysis or research; (ii) customizing existing and future product offerings and other aspects of the Services to you and other users; (iii) securing the Services and our systems, and protecting your information and data; (iv) detecting security incidents and protecting against malicious, deceptive, fraudulent, or illegal activity, and prosecuting those responsible; and (v) measuring interest in and engagement with our Services and short-term, transient use, such as contextual customization of communications.

• Marketing Our Products and Services. Including: (i) tailoring and providing you with information about PartnerOS products, services, or events that you may be interested in, including by email or phone; (ii) monitoring the performance of our advertisements and marketing efforts; and (iii) communicating with you about your engagement with our Services.

• Legal Obligations and Rights. Including: (i) establishing, exercising, investigating, prosecuting, or defending against legal claims; (ii) complying with laws or responding to lawful requests and legal process; (iii) protecting our rights and property, and the rights and property of our agents, customers, and others, including to enforce our agreements, policies, MSA, or Terms of Service; (iv) detecting, suppressing, or preventing fraud; (v) reducing credit risk and collecting debts owed to us; (vi) protecting our health and safety, or the health and safety of our Services, our customers, or any person; or (vii) fulfilling other requirements under applicable law.

• Participation in any PartnerOS partner program. Including for the purpose of enabling or supporting participation in any such program, which may involve the provision by PartnerOS partners of implementation, training, enablement, or other similar services.

• Consent. For other purposes that are clearly disclosed to you at the time you provide personal information, or with your consent.

• Aggregated or De-Identified Data. Use of aggregated or de-identified information for a wide variety of statistical, analytical, and service improvement purposes. The aggregation or de-identification process prevents the information from being reassociated or identified with any one customer account, user, or individual.

• Other Purposes. For our other, legitimate business purposes, or as permitted by applicable law.

3. How We Disclose Information

We disclose information we collect for specific purposes, including:

• When you ask us to, or otherwise give your specific consent (for example, by publishing a partner profile or directory listing), you consent to our making that Content visible to users of our Services or website guests;

• With affiliates and subsidiaries to provide you with aspects of the Services, such as customer support;

• With vendors and subprocessors that help us provide you with aspects of the Services, including data hosting, infrastructure, authentication, AI inference, embeddings, search, billing, payouts, email delivery, background jobs, analytics, error monitoring, and similar services. A current list of our subprocessors is available on request and is incorporated into our DPA;

• With third parties who enable certain features or functionalities of the Services that you have requested (for example, by installing integrations or extensions in the Services);

• With an employer or other organization (or employees or other users of the Services associated with such an employer or other organization) on whose behalf you use the Services, that created a PartnerOS Account on your behalf, or that owns, manages, or is associated with the email domain for an email address on your account;

• With the owner, administrator, or collaborator of a workspace on the Services to which you have access or on which you are a collaborator as necessary to identify you to such owner or collaborator or enable you to collaborate as intended;

• With partner organizations connected to your workspace, where you (or your administrator) have configured the Services to share specific records or data (such as deal registrations, joint partner plans, or enablement progress) with those partners;

• With partners in any PartnerOS partner program, when you elect to work with one of our partners for implementation, training, enablement, or other similar services;

• As necessary to comply with applicable law, including governmental requests and law enforcement requests, and otherwise to protect the rights, privacy, safety, or property of you, us, or others;

• As necessary in the event of a proposed or actual reorganization, merger, sale, joint venture, assignment, transfer, financing, or other disposition of all or any portion of our business, assets, or stock;

• With others for any legitimate business purpose that does not conflict with the statements made in this Privacy Policy.

4. Transfers of Information

We may transfer to and process your personal information in countries outside of the jurisdiction where you are located for the various purposes described above, including the United States. When required by law, we will ensure that we rely on an appropriate legal mechanism for the transfer, such as your consent, the European Commission’s Standard Contractual Clauses (SCCs) and the UK International Data Transfer Addendum (or their equivalents), or adequacy decisions. You may ask us, using the contact information in Section 9 of this policy, for more information about the specific basis we use for transferring your data. PartnerOS has appointed an Article 27 representative for the EEA and the UK; details are provided in Section 10 below.

5. Retention of Information

We store your personal information for no longer than necessary for the purposes for which it was collected, including for the purposes of satisfying any legal or reporting requirements, and in accordance with our legal obligations and legitimate business interests. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data; the potential risk of harm from unauthorized use or disclosure of your personal data; the purposes for which we process your personal data; and the applicable legal requirements. Specific retention periods for customer Content are governed by our MSA and DPA, and by the configuration of your workspace.

6. Managing Your Information

a. Content

You may access, correct, amend, or delete Content within the Services, subject to your role and the permissions set by your workspace administrator. Customers (and, where applicable, their administrators) own all Content they upload provided they have lawful title thereto. Content you delete (including Content containing personal information) may be retained in archived or backup copies in order to enable you to use certain features such as audit logs or recovery. For instructions on how to permanently delete Content from your PartnerOS Account, please contact us at privacy@partneros.ai. Please note that permanent deletion of Content through this process may impair or disable some features of the Services with respect to that Content.

b. Other Information

We may use some of the information we collect for marketing purposes, including to send you promotional communications about new Services features, products, events, or other opportunities. If you wish to stop receiving these communications or to opt out of use of your information for these purposes, please follow the opt-out instructions by clicking “Unsubscribe” (or similar opt-out language) in those communications. You may also contact us at privacy@partneros.ai to opt out.

You also may have certain rights with respect to your data depending on the jurisdiction in which you live. Please see the jurisdiction-specific sections below for a description of those rights.

7. Information from Children

Our Services are intended for use by businesses and their personnel and partners and are not directed to children under the age of 18 (or other age as required by local law). We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child, we will take reasonable steps to delete such information from our files as soon as is practicable. If you learn that your child has provided us with personal information without your consent, you may contact us at privacy@partneros.ai.

8. Changes to Privacy Policy

Any information that we collect is subject to the Privacy Policy in effect at the time such information is collected. We may, however, revise the Privacy Policy from time to time. If a revision is material, as determined solely by us, we will notify you via email or through the Services. The current version will always be posted to our Privacy Policy page.

9. Contact Us

If you have any questions about our privacy practices, including this policy, you may contact us by email at privacy@partneros.ai or by mail at PartnerOS, Inc., Austin, Texas. For security inquiries, please contact security@partneros.ai. For legal notices, please contact legal@partneros.ai.

10. EEA, UK, and Swiss-Specific Disclosures

The disclosures in this section apply solely to residents of the European Economic Area (“EEA”), Switzerland, and the United Kingdom (“UK”), and describe how we collect, use, disclose, and otherwise process personal data about you. Unless otherwise expressly stated, all terms in this section have the same meaning as defined in the General Data Protection Regulation (“GDPR”) and the UK GDPR. With respect to information about our customers and prospects, we are the controller of the personal data we hold about you in connection with your use of the Services. With respect to Content submitted to the Services by our customers, we generally act as a processor on behalf of those customers under our DPA.

a. Lawful Basis of Processing

We collect and process your personal data for purposes set forth in this Privacy Policy. Where required by law, we obtain your consent to use and process your personal data for these purposes. Otherwise, we rely on another authorized legal basis (including but not limited to the performance of a contract or our legitimate interest) to collect and process your personal data.

b. Marketing and Advertising

From time to time we may contact you with information about our products and services, including sending you marketing or advertising messages and asking for your feedback. For some marketing or advertising messages, we may use personal data we collect about you to help us determine the most relevant information to share with you. You can unsubscribe at any time from our marketing or advertising emails by clicking on the unsubscribe link at the bottom of the email or by contacting us at privacy@partneros.ai.

When you give us your consent, we may provide your information to third parties for targeted advertising or we may allow our advertising partners to collect data about you for that purpose using cookies or similar technologies. For more information, please see our Cookie Policy.

c. Your Privacy Rights

You have the following rights in respect of your personal data that we hold: (i) right of access; (ii) right of portability; (iii) right to rectification; (iv) right to erasure; (v) right to restriction; (vi) right to withdraw consent; and (vii) right to object.

You also have the right to lodge a complaint with your local data protection authority.

If you wish to exercise one of these rights, please email privacy@partneros.ai with the subject line “European Rights Request.” Due to the confidential nature of data processing, we may ask you to provide proof of identity when exercising the above rights.

d. EU and UK Representative

PartnerOS has appointed Prighter as its representative under Article 27 of the GDPR and the UK GDPR. You may contact our representative directly through the contact form on the Prighter website regarding any matters related to the processing of your personal data.

11. Disclosures to Residents of California, Colorado, Connecticut, Delaware, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia

a. Right to Opt Out of Targeted Advertising, Sales, or “Sharing” of Personal Information

We use cookies and similar tracking technologies that may enable certain advertising networks, social media companies, analytics services, and other third-party businesses to collect and disclose your personal information directly from your browser or device when you visit or interact with our Services or otherwise engage with us online. In some cases, we may upload personal information to certain of these partners for advertising or analytics purposes.

You may ask us not to use or disclose your personal information for targeted advertising (sometimes referred to as “sharing” under California law), sales, or analytics purposes. To exercise this right, you must:

• Toggle cookies off in our Cookie Preference Center, which may be accessed by clicking on “Cookie Preferences” in the footer of our website, or enable Global Privacy Control (“GPC”) on your browser; and

• Submit a request by emailing privacy@partneros.ai.

Note that the above opt-out right does not apply where we have appropriately limited our partners to be our “service providers” or “processors” (as those terms are defined under the CCPA or other applicable U.S. state privacy laws). To learn more about GPC, please visit globalprivacycontrol.org.

b. Privacy Rights

Residents of certain U.S. states, listed above, may have specific rights regarding their personal information under applicable state privacy laws. The rights described below apply to residents of those states as indicated.

• Right to Access / Portability. You have the right to obtain a copy of your personal information.

• Right to Request Deletion. You may request that we delete personal information provided by or obtained about you, subject to certain exceptions.

• Right to Correct. You have the right to correct inaccuracies in your personal information. This right does not apply to residents of Iowa.

• Right to Appeal. You may appeal a refusal to take action on a request. This right does not apply to residents of California or Utah.

How to Exercise Access / Deletion / Correction / Appeal Rights

To submit a request to exercise your access, deletion, correction, or appeal rights, please email us at privacy@partneros.ai with the subject line “Privacy Rights Request” and let us know in which state you live. Please note that when you ask us to honor any of these rights, we may instruct you to fulfill your request independently through your PartnerOS Account.

Identity Verification

We will need to verify your identity before processing your access, deletion, correction, or appeal request. To verify your identity, we will generally require either successful login to your account (if applicable) and/or the matching of sufficient information you provide us to the information we maintain about you in our systems. Although we try to limit the personal information collected in connection with a request, certain requests may require us to obtain additional personal information from you. In certain circumstances, we may decline a request, particularly where we are unable to verify your identity or locate your information in our systems, or as permitted by law.

c. Additional Rights for California Residents

Sensitive Personal Information. We collect certain data elements considered “sensitive personal information” under the CCPA (such as account credentials and the contents of communications you direct through the Services). We do not use or disclose such information to infer characteristics or for any purpose other than providing the Services and as otherwise permitted under the CCPA.

Right to Obtain Additional Information. California residents also have the right to know specific details about the personal information we have collected, including the categories of information, sources, recipients, and business purpose for collection, sale, or disclosure for a business purpose. To make such a request, please email privacy@partneros.ai.

Minors Under Age 18. We do not sell or share the personal information of consumers we know to be under 18 years of age. Please contact us at privacy@partneros.ai if you, or your minor child, are under 18.

California’s “Shine the Light” Law. Under Civil Code Section §1798.83, California residents with an established business relationship with us may request certain information regarding our disclosure of certain types of personal information to third parties for those third parties’ direct marketing purposes during the immediately preceding calendar year. To make such a request, please email privacy@partneros.ai.

d. Additional Rights for Residents of Delaware, Maryland, Minnesota, and Oregon

Residents of these states may request a list of third parties to whom we have disclosed personal information. To make such a request, please email privacy@partneros.ai.

e. Right to Non-Discrimination

You have the right to be free from discrimination for exercising your privacy rights. Please note that exercising certain rights (such as deletion) may limit our ability to provide you with the Services.

12. Nevada-Specific Disclosures

For residents of the State of Nevada, Chapter 603A of the Nevada Revised Statutes permits a Nevada resident to opt out of future sales of certain covered information that a website operator has collected or will collect about the resident. Although we do not currently sell covered information, please contact us at privacy@partneros.ai to submit such a request.

13. Australia-Specific Disclosures

Where we hold personal data about you that is governed by Australia’s Privacy Act, you have the following rights:

• Right to Access. You have the right to request access to, or a copy of, that data.

• Right to Correct. You have the right to correct any inaccurate or incomplete personal data that we have about you.

• Right to Withdraw Consent. You have the right to withdraw your consent to the processing of your personal data where consent was previously provided. Such withdrawal will not affect personal data previously processed with your consent, or personal data which we are permitted to process without consent.

You may submit a request by contacting us at privacy@partneros.ai with the subject line “Australian Privacy Rights Request.” Before we honor your request, we may need to verify your identity. In certain circumstances, we may decline a request, particularly where we are unable to verify your identity or locate your information in our systems, or as permitted by law.

14. Canada-Specific Disclosures

If you live in Canada, you have the following rights:

• Right to Access. You have the right to confirm that we have personal data about you and to receive a copy of that data.

• Right to Correct. You have the right to correct any inaccurate or incomplete personal data that we have about you.

• Right to Withdraw Consent. You have the right to withdraw your consent to the processing of your personal data where consent was previously provided. Such withdrawal will not affect personal data previously processed with your consent.

You may submit a request by contacting us at privacy@partneros.ai with the subject line “Canadian Privacy Rights Request.” Before we honor your request, we will need to verify your identity.