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Cyberoptic Security

SaaS Secure Configuration Review

A review of a business SaaS platform against best practice, covering authentication, sharing controls, and logging.

What is a SaaS secure configuration review?

Most businesses run critical operations on third-party SaaS platforms, from CRMs and HR systems to finance and support tools. Each one has its own security settings, and a misconfiguration can expose customer data or hand an attacker an easy way in. This review assesses a SaaS platform against security best practice and identifies the specific settings that need to change.

What we review

  • Authentication and access: single sign-on (SSO/SAML), provisioning (SCIM), user roles, and how privileged access is granted.
  • Collaboration and sharing: public links, guest access, and domain restrictions that control who can see and share data.
  • Logging and monitoring: audit logs and alerting integrations, so activity is recorded and unusual behaviour can be noticed.

The exact checks are tailored to the platform, since each SaaS product exposes a different set of security controls.

Who needs a SaaS secure configuration review?

Organisations that hold sensitive data in a SaaS platform, are onboarding a new one, or need to demonstrate that a key system is configured securely for compliance or insurance.

What the process looks like

We scope the platform and the access required, usually a read-only administrative view. The review identifies the gaps against best practice and gives you specific, prioritised changes to make, with a follow-up review available once they are in place.