Portal terms of use

1. About the portal

Proxima Advisory Services provides this portal so that clients and Proxima can share and keep documents securely. These terms apply to everyone who uses it: client users and Proxima staff.

2. Your account

• Keep your password private and don't share your account. We recommend turning on two-step verification.
• If someone gives you a temporary password, you must choose your own the first time you sign in.
• After five wrong passwords in a row the account is blocked, and only an administrator can unblock it.
• Sessions end after one day; you'll then need to sign in again.
• Tell Proxima straight away if you think someone else has used your account.

3. Your files

• Only upload files you're entitled to share, and nothing harmful. Uploads are checked, and files that look dangerous are refused.
• Files you upload are visible to the people in your organisation who have portal access, and to authorised Proxima staff.
• Each organisation has a storage limit. When it's full, uploads stop until files are removed or more space is added.

4. Keep your own backups

The portal is for sharing and storing documents. It is not a backup service. Keep your own copies of every file that matters to you: both the files you upload and the files Proxima shares with you.

Files can be deleted or replaced by people with access to your organisation's folder, or lost through a technical failure. We work to keep the portal reliable, but we can't promise that a deleted or lost file can be recovered. Download and keep copies of the documents you need.

This applies to Proxima staff too: keep working copies of client documents in Proxima's own records.

5. Security and activity records

To protect everyone's documents, the portal records activity such as sign-ins, failed sign-in attempts, uploads, downloads, views and changes, with the time and network address. Authorised Proxima staff can review these records.

6. Availability

The portal may sometimes be unavailable, for example during maintenance. Proxima may suspend an account to protect the portal or its users.

7. Changes and contact

We may update these terms. The date at the top shows the latest version. For questions, contact Proxima through proximaservices.org.