TotalApp Docs

Secure Customer Data & Partner Sharing

Protect customer, order and supplier files, and share catalogs, invoices and returns with partners through controlled, traceable links.

What this group does

Online stores hold customer identities, addresses, order histories and invoices. Secure Customer Data & Partner Sharing lets the E-commerce add-on protect these files and exchange catalogs, invoices and return documents with suppliers, marketplaces and logistics partners under controlled, traceable conditions — so the store grows without weakening privacy or compliance.

Store & order files
→
Encrypted, masked, permissioned
→
Approved release
→
Traceable access & audit

Screen previews

A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.

app.totalapp.app/ecommerce/secure-data
Customer & order data
Customer-export-June.csvMasked
Invoice-INV-20847.pdfEncrypted
Supplier-price-list.xlsxView-only
Data access logAudit logged

Secure customer and order data: masking, encryption and audit

app.totalapp.app/ecommerce/partner-sharing
Partner shares
Spring-catalog-2026.zip → DistributorOTP link · 7 days
Return-docs-RMA-114.pdf → CarrierApproval pending
Price-list-Q3.xlsx → MarketplaceView-only
Guest access · AccountantExpired

Partner sharing: OTP links, view-only access and approvals

Challenges it addresses

ChallengeWhy it matters
Customer privacyCustomer identities, addresses and order histories are sensitive and must comply with KVKK/GDPR-style rules.
Payment-related dataInvoices and payment references should never leak through exports or casual sharing.
Large catalog filesProduct images and catalogs are large and must reach partners quickly.
Sharing outside the companyDistributors, marketplaces, carriers and accountants need documents without broad system access.
Team accessSupport, finance and warehouse staff need access on any device, limited to what their role requires.

Key features

  • Encryption — files are protected in transit and at rest.
  • Role-based access — permissions by team, so support, finance and operations see only what they need.
  • Sensitive-data masking — personal and payment fields are masked in exports and reports.
  • Watermarking & tracking — user-specific identifiers show who viewed or modified a file.
  • OTP-protected, expiring links — share with partners without creating accounts; set expiry and per-recipient rights.
  • Approve before sending — outgoing files wait for an authorized approver.
  • Remote and mobile access — secure access from the warehouse, office or on the move, with metadata search.
  • Audit trails & reporting — a complete history of access supports audits and privacy requests.

How it fits your store workflows

Where you workWhat secure sharing adds
Product CatalogCatalogs and media reach distributors and marketplaces through expiring links.
Order ManagementInvoices and return documents are released with approval and traced.
Customer InsightsCustomer exports are masked and every export is logged.
Sales ReportsFinancial reports are shared view-only with accountants and stakeholders.

Business value

  • Protected customer privacy — sensitive data stays confidential throughout its lifecycle.
  • Audit-ready operations — complete access history supports compliance and privacy requests.
  • Faster partner collaboration — one secure path replaces ad-hoc email and file-transfer tools.
  • Confident exchange — share what is needed, see who received it, and stop access when it expires.