Document 9: Consultant and Agency Terms
Plain-language summary: For fundraising consultants who use Relae to manage several charity clients from one account. Each charity client is the customer and owner of its own donor data; you act for them under their authority, and you are separately responsible to Relae for staying within that authority.
1. Who these apply to
These terms apply to a Consultant or Agency that manages one or more client Customers within a single Consultant account, switching between separate client workspaces. They are accepted by the Consultant at consultant onboarding and are in addition to each client's Master Subscription Agreement.
2. Contracting structure
Each client charity is the Customer for its own workspace and the Controller of its own Donor Data; it holds the data rights, the export and deletion rights, and the issuer-of-record role for receipts. Relae is the Processor of each charity's Donor Data, contracting with each charity directly. Within the Platform, the Consultant acts as an Authorized User of each client's workspace under authority granted by that client. Relae does not become a sub-processor of the Consultant. Nothing in these terms characterizes or changes the Consultant's own legal role toward its clients: a Consultant may, in its own relationship with a client, be an independent service provider or processor with its own legal obligations, and those obligations are outside Relae's control and are not assumed, supervised, or discharged by Relae.
3. Authority to act
The Consultant represents that it is authorized by each client Customer to access and process that client's Donor Data and to act for that client within the Platform, and will maintain evidence of that authority. Authority is captured at the point a client is added to the Consultant account, through a per-client authorization record in which the client confirms the Consultant's access. Acting beyond the scope of a client's authority is a breach of these terms and of the Acceptable Use Policy.
4. Data separation between clients
Each client workspace is isolated by the tenant-isolation measures in Schedule 1 to the DPA; workspace tools available to a Consultant copy configuration between clients, never Donor Data. The Consultant must not move, combine, or expose one client's Donor Data to another client, must use access only for the client to whom the data belongs, and must not retain client Donor Data outside the Platform except as that client instructs. Consultant-level views and exports are scoped to the Consultant's own client memberships and are access-audited.
5. Confidentiality and liability
The Consultant is responsible for maintaining confidentiality between its clients and will indemnify Relae against third-party claims arising from the Consultant exceeding its authority or breaching client separation. As between Relae and the Consultant, this indemnity is not subject to the liability cap in the Master Subscription Agreement, because cross-client data exposure is precisely the multi-tenant risk these terms exist to allocate. The Consultant's liability to its own clients is a matter between the Consultant and those clients.
6. Ending a client relationship
When a Consultant stops acting for a client, the affected client (as Customer and Controller) may direct the orderly transfer or return of that client's workspace and data, and Relae will act on the client's direction, not the Consultant's, in case of conflict. The Consultant must cease accessing that client's workspace once authority ends, and Relae may revoke the Consultant's access to a workspace on the client's instruction.