Security and data handling
- Read-only toward your ERP. Dashmor only reads. It never creates, edits or deletes records, reports or dashboards in your ERP.
- Encrypted credentials. your ERP keys, passwords and AI keys are encrypted at rest with AES-256-GCM and only ever displayed masked.
- Your firm's data stays separate. Every record is tied to your workspace, and every request is checked against it.
- Roles. Owners and admins manage connections, people, billing and public embeds. Members build and share dashboards. Viewers read.
- Public embeds expose only what you publish, can be limited to your own websites, and can be switched off instantly.
- AI. The AI picks calculations; it never receives your full database. Your data isn't used to train AI models.
- Audit trail. Sign-ins, connection changes, syncs, sharing changes and embeds are recorded in Settings › Activity.
- Where your data lives. Dashmor runs in a secure, enterprise-grade cloud environment. Data is encrypted in transit and at rest, with encrypted daily backups.
- Disconnecting. Remove your last connection and Dashmor deletes its synced copy of your ERP data.
Signing in
You can sign in with Google, with Microsoft (work, school or personal accounts), or with an email and password. Google and Microsoft sign-in use OpenID Connect with PKCE; Dashmor never sees your Google or Microsoft password. Google accounts must have a verified email. An account that an admin turns off can't sign in by any method.