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

Quick Answer: For enterprise teams, Structify ships with SOC 2 and HIPAA controls, SSO, and RBAC already in scope—you’re not starting from scratch. The fastest path is to (1) request our security pack, (2) map it to your SOC 2/HIPAA control set, and (3) configure SSO and role-based access in your IdP so access is governed where you already work.

Why This Matters

If you’re buying Structify Enterprise, you’re not just buying revenue insights—you’re plugging a new system into your core data stack. That means InfoSec reviews, compliance checks, SSO requirements, and “who can see what?” conversations with legal and security. Done right, you get a governed, audit-ready way for GTM teams to ask revenue questions in plain English while your data and security teams keep control of ontology, access, and sensitive fields.

Key Benefits:

• Faster security sign‑off: Walk your security team through a pre‑packaged SOC 2/HIPAA review instead of chasing screenshots and ad‑hoc answers.
• Centralized identity & access: Configure SSO and RBAC once in your IdP so Structify respects the same identities and groups you already maintain.
• Governed self‑serve analytics: Let RevOps, marketing, and sales leaders self‑serve revenue insights without punching holes in your security model.

Core Concepts & Key Points

Concept	Definition	Why it's important
SOC 2 & HIPAA alignment	Structify Enterprise is built with enterprise‑grade security controls (SOC 2 & HIPAA) and documentation to support your due diligence process.	Reduces friction with InfoSec and legal, shortens security questionnaires, and minimizes surprises late in procurement.
SSO (Single Sign‑On)	Integration with your identity provider (IdP) so users log into Structify with their existing corporate credentials.	Centralizes authentication, deprovisioning, and MFA requirements; ensures Structify follows the same login policies as the rest of your stack.
RBAC (Role‑Based Access Control)	Fine‑grained permissions that control who can access which workspaces, data sources, fields, and dashboards inside Structify.	Protects sensitive data while still enabling broad self‑serve access; makes audits and least‑privilege reviews straightforward.

How It Works (Step-by-Step)

At a high level, you’ll move through three tracks in parallel: security review, SSO configuration, and RBAC design. Here’s how to run each one without slowing down implementation.

1. Prep the SOC 2/HIPAA security review

Before you pull in Salesforce, Zendesk, call logs, or PDFs, you’ll want your security and legal teams aligned on how Structify fits into your risk model.

1. Request the Structify Enterprise security pack
   Ask your Structify account team for our latest:

   • SOC 2 report (and scope summary)
   • HIPAA documentation (including BAAs where applicable)
   • Security whitepaper / architecture overview
   • Data flow diagrams (showing connectors, storage, processing)
   • List of sub‑processors and hosting regions
   • Product docs for RBAC, logging, and auditability

2. Map controls to your internal frameworks
   Most enterprise buyers are working with:

   • SOC 2 (Trust Services Criteria: Security, Availability, Confidentiality, etc.)
   • HIPAA Privacy & Security Rules (administrative, physical, technical safeguards)
   • Internal security policies (data retention, access reviews, encryption standards)

   Have your security team map Structify’s controls to:

   • Authentication & access control
   • Data in transit / at rest encryption
   • Logging, monitoring, and incident response
   • Vendor management and sub‑processor oversight
   • Data retention and deletion flows

3. Clarify data scope early
   Structify can connect to 3,000+ tools and ingest documents and scraped web data. For your review, explicitly define:

   • Systems in scope: e.g., Salesforce, HubSpot, Zendesk, Gong, Google Ads, PDFs/contracts, competitor sites.
   • Data sensitivity: Which sources contain PHI or other regulated data, and which do not.
   • Environments: Production vs. sandbox/test (separate workspaces often warrant separate risk treatment).

   This helps your security team identify if HIPAA applies and under what conditions (e.g., only certain connectors are covered under a BAA).

4. Complete your security questionnaire efficiently
   Most enterprise security teams will send a questionnaire (SIG, VSA, custom spreadsheet). To move quickly:

   • Reuse Structify docs: Attach SOC 2, HIPAA detail, and the security whitepaper to answer entire sections at once.
   • Reference existing controls: Where Structify is hosted on major cloud providers, align answers with your accepted patterns for those providers.
   • Highlight governance features: Call out ontology/semantic layer, RBAC, audit logs, and data docs—these directly support your internal control requirements for data access and lineage.

5. Lock in a BAA (if applicable)
   For healthcare and adjacent customers handling PHI:

   • Confirm that Structify’s HIPAA coverage matches your use case.
   • Review and execute the Business Associate Agreement (BAA).
   • Document which connectors/workspaces can contain PHI and enforce that via RBAC and governance.

2. Set up SSO for Structify Enterprise

Once your security team is comfortable with the risk profile, set up SSO so users authenticate through your IdP, not separate Structify credentials.

1. Choose your IdP and SSO method
   Structify Enterprise supports modern SSO patterns (e.g., SAML 2.0 / OIDC) and connects to the common providers:

   • Okta
   • Azure AD / Entra ID
   • Google Workspace
   • OneLogin
   • Ping Identity Your Structify rep will confirm specifics for your environment.

2. Create a Structify Enterprise app in your IdP
   Typical configuration steps:

   • Create a new enterprise application called “Structify” (or your internal naming convention).
   • Configure:
     • ACS / Redirect URL: Provided by Structify.
     • Entity ID / Audience URI: Provided by Structify.
     • NameID format: Usually email address.
   • Set the SSO policy: require MFA, session length, and other controls consistent with your high‑risk apps.

3. Map SSO attributes and groups
   To make RBAC easier:

   • Pass user email, name, and optionally department, title, or manager.
   • Map existing IdP groups (e.g., RevOps, Sales Leadership, Marketing, Data-Team, Finance) into Structify roles:
     • Example: Okta group Structify-Admins → “Admin” role in Structify.
     • Example: Azure AD group GTM-Structify-Users → “Standard User” role.

4. Test SSO with a small pilot group
   Before company‑wide rollout:

   • Assign a few test users across RevOps, Sales, Marketing, and Data.
   • Verify:
     • Login works via your IdP (SP‑initiated and IdP‑initiated if required).
     • Group‑based role mapping behaves as expected.
     • Deprovisioning in the IdP immediately blocks Structify access.

5. Enforce SSO and disable local passwords
   For Enterprises:

   • Enforce SSO‑only login.
   • Require MFA and conditional access at the IdP level.
   • Document this in your security review as the single authentication path to Structify.

3. Design and configure RBAC in Structify

SSO handles who you are; RBAC decides what you can see and do once you’re inside Structify.

1. Define RBAC roles aligned to your org
   A common pattern for Structify Enterprise:

   • Admin: Full access, manages connectors, semantic layer, and global RBAC.
   • Data Owner / Data Team: Controls ontology, field definitions, and governance; can manage sensitive connectors.
   • Power Users (RevOps, Marketing Ops, Product Ops): Can create data models, dashboards, and shared views.
   • Standard Users (AE, CSM, SDR, Leadership): Can query data in plain English, view dashboards, export allowed reports.
   • Restricted / PHI‑limited Users: Narrow access to specific workspaces and fields, especially where HIPAA or high‑sensitivity data is involved.

2. Segment access by workspace and data domain
   Structify connects CRM, support, call logs, docs, and web data. Protect each domain with explicit permissions:

   • Workspaces: e.g., “Revenue Intelligence,” “Customer Support,” “Product Analytics,” “PHI/Protected Data.”
   • Data sources: Control who can connect/edit Salesforce, HubSpot, Zendesk, Gong, ad platforms, etc.
   • Field‑level controls: Lock down sensitive fields (e.g., PHI, salary data, PII) so only approved roles can query or view them.

   This is where Structify’s semantic layer pays off—you keep definitions and access rules tied to business concepts, not just raw tables.

3. Apply least‑privilege by default
   Instead of “everyone can see everything”:

   • Start restrictive (role can see only what they truly need).
   • Open up access as specific use cases arise (e.g., marketing needs spend‑to‑pipeline, but not PHI fields).
   • Document exceptions and approvals (helps with audits later).

4. Integrate RBAC with SSO groups
   To reduce manual user management:

   • Map IdP groups to Structify roles (from step 2).
   • Example mapping:
     • Structify-Admins → Admin
     • Structify-Data → Data Owner
     • Structify-RevOps → Power User
     • Structify-GTM → Standard User
   • Review mappings with security and data teams so everyone agrees on the blast radius for each group.

5. Set up auditability and access reviews
   For SOC 2 and HIPAA readiness:

   • Enable logging of:
     • Logins (who, where, when).
     • Data access (which dashboards/queries, which sources).
     • Admin actions (permission changes, connector updates).
   • Align with your existing quarterly or semi‑annual access review cadence:
     • Export or review Structify user lists and roles.
     • Compare against HR/IdP data for terminations and role changes.
     • Document and remediate any discrepancies.

Common Mistakes to Avoid

• Treating Structify as “just another dashboard tool”:
  Structify isn’t only dashboards; it ingests CRM, tickets, call logs, PDFs, and live web data. Underestimating scope leads to incomplete security reviews.
  Avoid it by explicitly documenting all intended sources (including documents and scraped web data) in your risk and HIPAA scope.

• Configuring SSO but ignoring RBAC and semantic governance:
  SSO without well‑designed roles still exposes you to over‑permissioned access.
  Avoid it by designing RBAC tied to your semantic layer: who owns definitions, who can edit data models, and who can see sensitive entities/fields.

Real-World Example

A healthcare‑adjacent B2B platform rolled out Structify Enterprise to unify Salesforce, Zendesk, Gong, and contract PDFs so they could answer questions like “Why are enterprise deals taking longer to close this quarter?” and “Which marketing channels drive the most pipeline?” InfoSec initially pushed back, worried about PHI exposure and uncontrolled access.

Here’s how they got to “yes” quickly:

1. Security & HIPAA review:
   They pulled Structify’s SOC 2 documentation and HIPAA details into their standard vendor review workflow, mapped controls to their internal policies, and executed a BAA that specified which connectors and workspaces were allowed to contain PHI.

2. SSO rollout:
   Using Okta, they created a “Structify” app, enforced MFA, and mapped Okta groups (Structify-Admins, Structify-RevOps, Structify-Viewers) to Structify roles. Deprovisioning was tested and documented as part of their SOC 2 access control evidence.

3. RBAC and ontology governance:
   The data team owned the semantic layer and defined which objects and fields were considered sensitive (e.g., PHI, PII). RevOps and Marketing Ops had Power User rights, but PHI‑tagged fields were only visible to a small clinical analytics group. Sales and CS got self‑serve access to pipeline, win/loss, and support trend dashboards without seeing protected fields.

Result: leadership could ask revenue questions in a dedicated Slack channel—“Show me enterprise churn risk by product line,” “What’s causing slippage in Q4?”—and Structify returned governed, audit‑friendly answers in seconds. Security was satisfied because SSO, RBAC, and logging aligned with their SOC 2 and HIPAA posture, and the data team wasn’t buried in ad‑hoc report tickets.

Pro Tip: When you design RBAC, start with your most sensitive data (PHI, PII, executive compensation, etc.) and model Structify roles around protecting that. It’s easier to expand access to less‑sensitive sources later than to claw back access after a near‑miss or audit finding.

Summary

Structify Enterprise is built to fit into serious security environments: SOC 2, HIPAA, SSO, and RBAC are first‑class—not bolt‑ons. The fastest way to get from “security questionnaire” to “self‑serve revenue insights” is to treat implementation as three parallel tracks: (1) run a structured security review using Structify’s SOC 2 and HIPAA documentation, (2) configure SSO in your IdP and enforce single‑path authentication with MFA, and (3) design RBAC and semantic governance so GTM teams can ask cross‑system questions without exposing sensitive data. When you do that upfront, Structify becomes a governed, audit‑ready way to turn scattered data into revenue decisions—without turning your data and security teams into bottlenecks.

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