Role-based access
EVALUATION AREA
Define who can view and change employee, project and financial information.
Explore this area →CLOUSYS
Enterprise Security and Governance
Salesforce-native controls for trusted services operations.
Audit history
EVALUATION AREA
Review which changes need a history and how that history is accessed.
Explore this area →Encryption and data protection
EVALUATION AREA
Confirm storage, data scope and handling requirements for the proposed deployment.
Explore this area →SSO and identity
EVALUATION AREA
Validate authentication and account lifecycle against your identity requirements.
Explore this area →Workflow approvals
EVALUATION AREA
Agree which decisions require approval and who owns that approval.
Explore this area →Scalable governance
EVALUATION AREA
Document responsibility for permissions, interfaces and operational incidents.
Explore this area →Access by responsibility
Discuss who can view employee, project and financial information. Agree permission boundaries for each operational role and verify them in the configured environment.
Identity and sign-in
Confirm the required identity provider, authentication options and account lifecycle during solution design. Do not assume that an existing company sign-in configuration automatically applies to every deployed module.
Approval boundaries
Define which actions can follow a rule and which need explicit human approval. Changes to assignments, commercial terms and sensitive records should have identifiable decision owners.
Audit requirements
Identify the business events and record changes your organization needs to review. Ask the implementation team to demonstrate the available history, retention settings and access to audit information.
Integration security
Review authentication and data scope for each connected system. Agree how credentials are managed, who owns interface access and how permissions change when a person or vendor leaves.
Data handling
Map the information processed by the proposed workflow. Confirm storage, retention and deletion requirements with your security and privacy teams before deployment. This page does not claim a certification or compliance status.
Operational response
Agree who investigates access issues, failed integrations and suspected data problems. Document escalation contacts and review how responsibilities are divided between Clousys, your team and other providers.
Validate before rollout
Use a representative role and workflow to test the agreed controls. Record gaps and acceptance criteria before making broader operational data available to users.
