Tenant isolation
Each agency workspace has its own tenant identity and dedicated data boundary. Requests carry authenticated tenant context, and the API validates the user, session, role, and tenant before accessing protected data.
Identity and permissions
Protected routes require an active session. Accounts must be active and email verified, privileged roles can require multi-factor authentication, and access to client information is further constrained by relationship and consent rules.
Operational safeguards
Careotics supports audit records, rate limits, idempotency protection, secure session cookies, encrypted storage integrations, and location verification for employee clocking workflows. Agencies remain responsible for configuring their policies and reviewing exceptions.