Trust & Security
Last updated: July 17, 2026
Trifecta works because boards hand it real context — membership histories, renewal conversations, sponsor relationships. That trust is the product. These are the four commitments it stands on.
No action without your approval
Every agent proposes; your board decides. Trifecta drafts, flags, and suggests — but member records change and emails send only with a human yes, or under switches your chapter explicitly turned on.
Forum confidentiality, absolute
Forum content is never ingested — not configurable, not optional. Anything Forum-shaped is rejected on receipt, biased toward caution. What's shared in Forum stays in Forum.
Never trained on your data
Your chapter's data is not used to train AI models — not by Trifecta, and not by our AI providers, whose agreements prohibit it.
Your chapter's memory is yours alone
Every record carries your chapter's identity, enforced by database-level walls. Chapter memories never pool across chapters — intelligence is per-chapter by design.
The details
- Encryption everywhere: data is encrypted in transit and at rest; CRM and integration tokens are additionally encrypted and readable only by the server — never by browser sessions.
- Google account access: sign-in only. Trifecta does not request access to your Gmail, Drive or Calendar, and cannot read or send mail on your behalf. Suggested messages open in your own Gmail for you to review and send.
- Email safety: inbound chapter mail is authenticated (SPF/DKIM/DMARC); senders we can't match to your roster can suggest, but never change, a record. Outbound proactive email sits behind chapter-level switches that ship OFF.
- Scoped by design: board members see their own chapter, enforced at the database layer — not just the interface.
- Accountable automation: every automated routine is visible to your board, with its schedule and last run, on the Routines page — the staff can't hide what it does.
Questions
Security questions, data requests, or anything this page doesn't answer: contact us. See also our privacy policy and terms.