AuditSail
Partner hierarchy

Your whole partner chain, principal to sub‑affiliate.

Affiliates and their sub-affiliates sit in one hierarchy under your firm, the principal. You control who can invite, get read-only access to their brands, assets and call recordings, and review their marketing level by level.

30 minutes · no commitment
Portfolio A/HierarchyEXAMPLE
YFYour firmPrincipalPortfolio A
that's you
TEAM MEMBERSAdminReviewer 1
A1Affiliate 1Affiliate2 below
Sub-affiliate 1Can't invite
Sub-affiliate 2Can't invite
A2Affiliate 2Affiliate1 below
Sub-affiliate 3Can't invite
A3Affiliate 3AffiliateCan invite
Invite sub-affiliate
sub-affiliates can't invite further

One hierarchy per portfolio, with your own roles in between.

Each portfolio has one hierarchy: the principal, affiliates and sub-affiliates. Your internal team members, such as Admins, sit alongside the principal. Add custom roles between the default levels.

People only see and assign roles at their own level or below.An affiliate can assign the affiliate role and the roles under it, and doesn't see the roles above.

Invites stop at the sub‑affiliate.

Your firm and your affiliates can invite. Sub-affiliates can't invite anyone further. The limit is enforced on the server, not only hidden in the app.

Team and partners are invited separately.Internal team members and external partners each have their own invite and their own permissions.
Partner access can end on a date.Give a partner time-limited access when the work is for a set period.
Detach a whole branch.Detach a partner and everyone below them is detached with them.

Filter by partner. Their sub‑affiliates roll up underneath.

Pick an affiliate on the dashboard to see its assets, with its sub-affiliates rolled up below. You also get read-only access to your partners' brands and assets, including their call recordings, which you can listen to, download and export.

Partners sign off your guidelines before they start.

Each version of your campaign guidelines is formally signed off by your partners before they begin. When the guidelines change, the new version is signed off too. The sign-off history is kept, and the principal is notified.

Review goes up the chain, with a notification at each step.

Assets are reviewed at more than one level, and each step sends an in-app and an email notification. A reviewer at a higher level can approve or reject early, without waiting for the levels below. The decisions stay with your people.

Access is checked on the server.

Each request is checked against the person's portfolio membership and permissions, whichever level of the hierarchy they sit at.

Tamper-evident audit log
Append-only, with daily Merkle-tree summaries.
Data stored in the UK
On AWS in London. Some processing uses sub-processors outside the UK, under UK transfer safeguards listed in our DPA.
Security & TrustData Processing Agreement

Partner firms checked against the registers, and re-checked weekly.

The firms in your partner network are checked against the Companies House, FCA, SRA and ICO registers. Insolvency Service licence numbers are recorded and linked, since there's no API for them yet.

  1. At signup
  2. On campaign activation
  3. Every week
If a firm loses its authorisation, its campaigns pause.

Also part of AuditSail.

Automated Compliance ScanningImage ads, video ads and call scripts checked rule by rule against regulator rules and your own. Each asset passes or fails.
Call Recording ComplianceEnterpriseEvery ingested call recording checked against your rules, not a sample. Recordings arrive by SFTP or dialler webhook.
Guideline GenerationEarly accessDescribe a campaign in plain English and get draft rules researched from regulator sources, used only after a named person approves them.
LAST WORD

See what's running in your name. Before a regulator does.

30 minutes with our team. We'll show you AuditSail checking assets like yours and answer your questions.

Companies House registered
Data stored in the UK
England & Wales rules