Structify Enterprise: how do I run a SOC 2/HIPAA security review and set up SSO/RBAC?

Quick Answer: Treat your Structify Enterprise rollout like any other critical revenue system: run a lightweight but thorough SOC 2/HIPAA review, then lock down access with SSO and role-based access control (RBAC) before you onboard teams at scale. Structify ships with enterprise-grade security (SOC 2 & HIPAA), SSO, RBAC, on‑prem options, and auditability so your security review, SSO setup, and access model can move in parallel—not in slow sequence.

Why This Matters

If Structify is going to sit across Salesforce/HubSpot, Zendesk, call logs, contracts, and even PHI-bearing systems, security can’t be an afterthought. Your legal, security, and data teams need to see that Structify meets SOC 2 and HIPAA expectations, and your operators need clean SSO/RBAC in place so they can self‑serve without creating a data swamp or access risks. Done right, you go from “blocked by security review” to “cleared, integrated, and governed” in days instead of months.

Key Benefits:

• Faster security sign‑off: Reuse Structify’s SOC 2 & HIPAA posture and standard artifacts to move your review through security, legal, and IT quickly.
• Clean, governed access from day one: SSO + RBAC let you grant fine‑grained access to revenue data without juggling individual accounts and permissions.
• Scalable self‑serve analytics: With security and identity solved, RevOps, GTM, and data teams can safely connect more sources and share dashboards without reopening risk reviews.

Core Concepts & Key Points

Concept	Definition	Why it's important
SOC 2 review	A structured evaluation of Structify’s controls against SOC 2 (security, availability, confidentiality, etc.), usually led by your security/compliance team.	Validates that Structify’s infrastructure, processes, and monitoring meet your enterprise requirements and can be trusted as a core data platform.
HIPAA review	Verification that Structify’s handling of PHI (if applicable) aligns with HIPAA requirements, often including BAAs, data flows, and technical safeguards.	Critical if you’re pulling in PHI from EHRs, support systems, or contracts; ensures patient data is protected and regulators/auditors are satisfied.
SSO & RBAC setup	Integrating Structify with your identity provider (Okta, Azure AD, etc.) and mapping users into roles with specific permissions.	Keeps access consistent with your internal policies, simplifies onboarding/offboarding, and prevents “everyone can see everything” risk as usage grows.

How It Works (Step-by-Step)

Structify Enterprise is built to pass security review and land with SSO/RBAC already wired in. Here’s the typical flow you can run with your security, IT, and RevOps/data teams.

1. Run Your SOC 2 / HIPAA Security Review

This phase is about giving your security and legal partners enough clarity to say “yes” quickly—not about writing a 40‑page memo.

a. Kick off with a clear owner and scope

• Assign a single internal owner (usually security, IT, or data platform) to drive the review.
• Define scope up front:
  • Which systems will connect to Structify (Salesforce/HubSpot, Zendesk, Gong, EHR/PHI systems, billing, etc.)?
  • Will Structify process any PHI or regulated data?
  • Who will use Structify (RevOps, sales leadership, marketing, finance, product, execs)?

This context helps your security team tailor the depth of the SOC 2/HIPAA review to the actual risk.

b. Collect Structify’s security artifacts

Structify provides enterprise‑grade security:

• SOC 2 compliance
• HIPAA readiness (and BAAs where needed)
• RBAC and SSO support
• On‑prem options
• Data exports, data documentation, and Team Wiki for governance and auditability
• 24/7 support and custom implementation

Work with your Structify contact to obtain:

• SOC 2 report (and any bridge letters, if applicable)
• HIPAA documentation and BAA template (if you’ll process PHI)
• Security whitepaper / overview of architecture
• Data flow diagrams (connectors, processing, storage, access)
• Subprocessor list and data residency details
• InfoSec policies (access control, incident response, logging/monitoring, change management)
• Penetration testing and vulnerability management summaries

c. Map your controls to Structify’s posture

With your security team:

• Align Structify’s SOC 2 controls to your internal control framework.
• Confirm:
  • Access control: SSO, RBAC, least-privilege, audit logging.
  • Data protection: Encryption in transit and at rest, key management.
  • Availability & resilience: Backups, redundancy, SLAs.
  • Change management: How updates and configuration changes are tracked and reviewed.
  • Incident response: Notification timelines and escalation paths.

If you’re a healthcare or PHI‑handling org:

• Verify how PHI is ingested (connectors, uploads, web sources).
• Confirm Structify’s handling of:
  • Data segmentation/isolation for PHI vs non‑PHI data.
  • Logging and audit trails for PHI access.
  • Retention and deletion policies aligned with HIPAA.
• Review and finalize the BAA with legal.

d. Clarify data residency, on‑prem, and exports

For regulated or global teams:

• Validate available regions and data residency options.
• Discuss on‑prem or private cloud deployment options if needed.
• Confirm data export options for:
  • Ediscovery/regulatory requests
  • Internal archives
  • Backup/exit strategies

e. Close out the review and document approval

• Capture a short internal summary:
  • Approved data sources
  • Data classifications allowed (PHI vs non‑PHI)
  • Approved user groups and roles (e.g., RevOps full access, Sales read‑only dashboards)
  • Any limitations (e.g., no PHI from specific systems in phase 1)
• Log this in your internal security system / Confluence / GRC tool so you don’t re‑litigate the same questions later.

2. Configure SSO for Structify Enterprise

Once security signs off, wire Structify into your identity stack so you never manage local accounts.

a. Pick your identity provider and SSO method

Structify supports enterprise SSO; your options will typically include:

• Okta
• Azure AD / Entra ID
• Google Workspace
• Other SAML 2.0 / OIDC providers

Decide with IT:

• Which IdP will own Structify?
• Which user groups (e.g., “Sales”, “RevOps”, “Marketing”, “Data Team”) should have access?

b. Set up the application in your IdP

In your identity provider:

1. Create a new application for Structify.
2. Configure basic details:
   • App name (e.g., “Structify – Production”)
   • Visibility (who can see/request the app)
3. Configure SAML/OIDC settings using values from Structify:
   • ACS / callback URL
   • Entity ID / Audience URI
   • NameID format (usually email)
   • Attributes/claims to send (email, name, department, role, group membership as needed)

Your Structify implementation partner will provide the exact values and recommended mappings.

c. Test SSO with a small pilot group

• Assign the app to a small set of test users (e.g., RevOps lead, data lead, IT/security tester).
• Confirm:
  • Login via SSO works from your IdP portal.
  • Just‑in‑time user provisioning behaves as expected (if enabled).
  • Group/role attributes are correctly passed to Structify.

Fix any mismatches before you roll out broadly.

d. Roll out SSO to the broader org

Once tested:

• Assign the Structify app to:
  • RevOps / Sales Ops team
  • Marketing ops and performance teams
  • Data/analytics team
  • Exec and leadership users who need dashboards
• Set policy:
  • Enforce SSO‑only access (no local passwords).
  • Align with your MFA requirements (Structify inherits your IdP’s MFA).

This keeps onboarding, offboarding, and access reviews centralized.

3. Design and Implement RBAC

With SSO in place, use Structify’s RBAC to control who can connect sources, create metrics, and view sensitive data.

a. Define your role model aligned to revenue work

Start from the real operators and questions Structify will serve. A common pattern:

• Admin / Data Owner
  • Usually data team or RevOps architect.
  • Can configure connectors, manage the semantic layer, control roles and permissions.
• RevOps / GTM Power Users
  • Build metrics, define pipeline stages, own “Business Wiki” definitions.
  • Configure dashboards and answer ad‑hoc leadership questions in minutes.
• Analysts / Data Team
  • Model complex metrics, maintain ontology and data documentation.
  • Govern schema changes and high‑risk transformations.
• Standard Business Users
  • Sales leaders, AEs, CSMs, marketing managers.
  • Ask questions in plain English (including in Slack), explore dashboards, export reports.
• Restricted / PHI‑Limited Users
  • Roles that should not see PHI or certain segments (e.g., regional teams, vendor reps).
  • Access is limited to specific dashboards or datasets.

Map these roles to your security review outcomes (who can see what data).

b. Map IdP groups to Structify roles

With IT:

• Create or reuse groups in your IdP:
  • Structify_Admins
  • Structify_RevOps
  • Structify_Analysts
  • Structify_Users
  • Structify_Restricted
• Map each group to the corresponding role inside Structify.
• Use attributes (department, region) to further restrict access where needed.

This enables you to change access with group membership—not manual edits.

c. Layer permissions by data source and object

Within Structify, apply RBAC at the right levels:

• Connector-level access
  • Who can add or modify connectors (Salesforce/HubSpot, Zendesk, Gong, billing, EHR, etc.)?
• Dataset / domain-level access
  • Who can see:
    • Pipeline and forecast data
    • Support tickets and call logs
    • Contract metadata and pricing
    • PHI or sensitive customer/employee data
• Field-level or segment-level restrictions (where applicable)
  • Hide or mask fields like SSNs, PHI identifiers, or internal salary data.
  • Restrict regional teams to their own territories.

Tie this back to your semantic layer / ontology and Team Wiki so everyone knows what “qualified pipeline,” “active patient,” or “churn risk” actually means—and who is allowed to see which slices.

d. Test RBAC with real workflows

Before full rollout, simulate common paths:

• RevOps user:
  • Connects Salesforce + Zendesk + Gong.
  • Asks: “Why are enterprise deals taking longer to close this quarter?”
  • Confirms they can see all relevant fields and timelines.
• Sales manager:
  • Views team pipeline and win/loss dashboards.
  • Confirms they can’t change connectors or semantic definitions.
• Marketing lead:
  • Asks: “Which marketing channels drive the most pipeline for healthcare accounts?”
  • Confirms they see spend, pipeline, and ROI but not PHI fields.
• Restricted user:
  • Attempts to access PHI‑sensitive datasets.
  • Confirms access is denied or fields are masked.

Iterate until access matches your policies without blocking essential work.

Common Mistakes to Avoid

• Treating security review, SSO, and RBAC as separate projects:
  Run them in parallel. While security reviews SOC 2/HIPAA artifacts, IT can prep SSO and RevOps/data can sketch the role model. This is how you deploy Structify “in an hour, not weeks.”

• Over‑granting “admin” and ignoring the semantic layer:
  If everyone can change connectors, metrics, and definitions, your “source of truth” turns into a data swamp. Keep admin roles tight, and let Structify’s semantic layer, Team Wiki, and data documentation anchor definitions so self‑serve doesn’t break dashboards every quarter.

Real-World Example

A healthcare‑focused B2B company wanted Structify to unify Salesforce, Zendesk, Gong, billing, and a PHI‑bearing support system. Security pushed for a full SOC 2 and HIPAA review, IT needed SSO, and RevOps was stuck waiting for answers on “Why did pipeline dip in Q3?” and “Which segments have rising churn risk?”

They ran all three tracks at once:

1. Security took Structify’s SOC 2 report, HIPAA docs, and BAA template, validated encryption, access controls, and logging, and signed off on a scoped set of sources (including PHI).
2. IT added Structify as a SAML app in Okta, mapped Okta groups to Structify_Admins, Structify_RevOps, and Structify_Users, and rolled out SSO with existing MFA.
3. RevOps/Data defined roles, locked PHI to specific groups, and used the semantic layer and Business Wiki to codify “qualified pipeline” and “at‑risk customer.”

Within days, the CEO could ask in Slack why enterprise deals were slipping and get a structured answer that mixed CRM, support, and call transcript data—without reopening the security conversation or hacking together exports in spreadsheets.

Pro Tip: Write down your approved “data and role scope” (sources, sensitive fields, allowed roles) at the end of the security review and store it alongside your Structify Team Wiki and data documentation. That way, when you add new sources or teams later, you’re updating a living standard—not restarting the SOC 2/HIPAA conversation from scratch.

Summary

To bring Structify Enterprise into your stack without getting bogged down, run a focused SOC 2/HIPAA review, wire SSO into your existing IdP, and design RBAC that mirrors how your revenue and data teams actually work. Structify’s enterprise‑grade security (SOC 2 & HIPAA), SSO, RBAC, on‑prem options, and governance features (semantic layer, Team Wiki, data documentation) are built for exactly this: a platform that can ingest the messy stuff—Salesforce, Zendesk, call transcripts, PDFs, competitor websites, and even PHI—while staying compliant and controlled. Once this foundation is in place, your operators can ask plain‑English questions, get dashboards that don’t need constant updating, and make revenue decisions without waiting on ad‑hoc reports.

Next Step

Get Started