Security & Compliance

Overview

Security and compliance covers controls that reduce risk in Transform.

Think access control, auditability, and safe operational practices.

Key Concepts

• RBAC: role-based access control
• Audit trail: history of changes and who made them
• Least privilege: grant the minimum access needed

How It’s Used

Use these controls during rollout and ongoing governance.

Use them during audits, investigations, and access reviews.

Benefits

• Reduced risk from over-scoped access
• Stronger evidence for approvals and scope changes
• Faster investigations through consistent audit signals

Setup Steps

1. Standardize access levels and roles.
2. Use audit trail and history for approvals and investigations.
3. Define guidance for handling sensitive data in comments and Artifacts.

Best Practices

• Limit Account Admin and Owner roles to a small set.
• Use least privilege for connectors and API tokens.
• Record approvals using consistent patterns, such as Decision: and Approved by:.

Summary

Security and compliance controls focus on RBAC, auditability, and safe operational practices.

Related:

• Understanding Access Levels
• Audit Trail
• Tracking Changes and Decisions