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Security & data

Built for a regulated desk.

A customs brokerage lives on its record: who classified what, who approved which entry, what CBP said, what the importer was billed. Declarly keeps that record complete, separated by seat, and impossible to quietly rewrite.

People & access: everyone who can sign in to the brokerage, their role, which clients they can see and when they last signed in
See it move

Roles, access, invitations and the audit trail.

Nine roles and what each can do, one person's assigned clients, invitations that expire, and the record of everything that changed.

Watch the tour 0:47

9
roles, from licensed broker to importer, each seeing its own share
66
granular permissions behind every screen and action
All
state-changing and privileged actions on an append-only audit trail
750+
automated tests standing behind every release
What the record guarantees

Every action recorded. Every number sourced. Every seat separated.

Eight things that are true of every Declarly workspace, whichever seat you sit in.

Roles and permissions

Nine roles and sixty-six permissions. A licensed broker approves and releases; a writer prepares; an administrator watches the money; an importer sees only their own shipments. Writers can be narrowed to the clients assigned to them.

Append-only audit trail

Who did what, in which workspace, when. The record is enforced in the database itself: rows are added, never edited or removed. Support sessions into your account appear on the same trail.

Client data separation

Every endpoint an importer can reach is diffed against a written list by an automated test. Importers see their shipments, files and invoices, and nothing of the brokerage's internals.

Support sessions

Support opens a session that shows exactly what you see, read-only by default. Filing and moving money are refused in every mode, it closes itself after two hours, and it appears on your own activity log with the reason and the ticket.

Encryption in transit

TLS on every connection: the desk, the importer portal, the partner console and the API. Nothing travels in the clear.

Backups and continuity

The brokerage's records are backed up on a schedule, and the record is yours to take: the activity log exports to CSV for any range, and shipments, files, statements and receipts download as spreadsheets.

Every number sourced

Every figure on every dashboard carries a ⓘ that says exactly where it came from. Nothing is estimated where it can be counted.

750+ automated tests

Every release stands behind more than seven hundred and fifty automated tests, including the ones that prove the client boundary and the append-only record.

Where the lines are

Three boundaries, one trail underneath.

The brokerage's desk, the importer's portal and a support session each see their own share. Everything any of them does lands on the same append-only record.

How Declarly separates the brokerage desk, the importer portal and support sessions over one audit trail Three boxes side by side: the brokerage desk with licensed broker, entry writer and administrator; the importer portal with importer and tracking, separated by a boundary line that is diffed by an automated test; and a support session that is read-only with a two-hour cap. All three write down to a single append-only audit trail. Brokerage desk Licensed broker — approves and releases Entry writer — prepares Company administrator — watches the money Importer portal Importer — shipments, files, invoices Tracking — where each shipment is Support session Two-hour cap Read-only Filing and money refused Append-only audit trail Enforced in the database. Exportable as CSV for any range. diffed by an automated test
Brokerage desk
  • Licensed broker — approves and releases
  • Entry writer — prepares
  • Company administrator — watches the money
Importer portal
  • Importer — shipments, files, invoices
  • Tracking — where each shipment is
Support session
  • Two-hour cap
  • Read-only

Filing and money refused

Append-only audit trailEnforced in the database. Exportable as CSV for any range.
Append-only audit trail

The record cannot be edited. Not by you, not by us.

Every invitation, every wallet movement, every approval, every reclassification is written to the activity log with who did it, in which workspace, and when. The database refuses updates and deletes on that table, so the history a licensed broker signs off on is the history that happened.

If anyone from Declarly ever opens a session in your account, it appears on the same log with who, when, why and the support ticket. The screen says so in plain words when nobody has.

  • Enforced in the database — rows are added, never changed or removed
  • Support sessions visible to the customer — on your log, not just ours
  • CSV export for any range: when, what happened, who
Activity log filtered to the last thirty days, showing people and money events with the person, the workspace and the time
The support console: how a support session works — two-hour cap, one session at a time, filing and money refused, everything written to an audit trail the customer can read
Support sessions

When we look, you can see us looking.

Support finds the workspace on the ticket and opens a session that shows exactly what the customer sees. The session lasts two hours and cannot be extended. Approving an entry or a manifest, running a mail settlement, filing a refund claim and every wallet movement are refused for the whole session, in every mode. Everything changed is written to the audit trail the customer can read, with the reason typed and the ticket quoted.

  • Read-only by default, with an admin-override mode that is itself audited
  • Two-hour hard cap, one open session per engineer at a time
  • Money and filings never move in a session

Found something we should know about? Write to security@declarly.com — the same address is published at /.well-known/security.txt. We reply to every report.

Roles and permissions

Nine seats, each seeing exactly its share.

Sixty-six permissions sit behind every screen and action. A role is a bundle of them, named in the trade's own words.

A person going through printed reports at a desk
Licensed brokerEntry writerCompany administratorImporterTrackingISF filerPartner administratorSupport engineerPlatform administrator

The ISF filer seat is one of the nine roles; Importer Security Filings themselves are not part of the desk.

Assigned-only visibility

A writer who looks after specific importers can be narrowed to those clients and sees nothing else on the desk.

Invitations that expire

Every invitation carries a role and an expiry, and the acceptance is written to the activity log.

Lock an account

An administrator can lock any account in the workspace at once, and the lock is on the record like everything else.

Declarly is an independent software company. We are not affiliated with, endorsed by, or acting on behalf of U.S. Customs and Border Protection. Entries are prepared, checked and approved on Declarly by a licensed broker; filings leave through the ABI system your brokerage already uses. In this sandbox the filing system is a simulator. Every filing decision is the brokerage's own licensed broker's; the workflow, the approvals and the record are ours.

See the record for yourself.

Open the live demo as a company administrator and read the activity log, or book fifteen minutes and we will walk you through the boundaries.