Security guide

Data security and governance for marketplace data workflows.

Give procurement, security and engineering teams a clear view of how marketplace data, user access, connector credentials and API workflows are controlled.

Tenant isolation Access control Audit-ready workflows

Governance foundations

Data boundaries

Keep tenant, marketplace, user and partner scopes explicit so data access matches commercial responsibility.

Legal security page

Credential control

Centralize connector credentials and revocation instead of spreading secrets through scripts, spreadsheets or agency handoffs.

OAuth flows

Review evidence

Prepare clear answers for procurement around retention, access, auditing, automation boundaries and support responsibilities.

Plans and scope
Review readiness

Security reviews move faster when the operating model is easy to explain.

The strongest implementation is not only secure. It is also understandable for the teams approving, supporting and auditing it.

Make access intentional

Map who can view data, connect marketplaces, manage exports, trigger workflows and invite partners before implementation starts.

Govern automation separately

Reading data, creating alerts and taking commercial actions carry different risk. Treat each capability as a separate approval step.

Give support a source of truth

When a connection, export or API workflow fails, support teams need visible ownership, status and remediation paths.

Recommended workflow

How to move from idea to production workflow

  1. 01

    Document data categories, systems, tenants and external parties involved.

  2. 02

    Define access roles for commercial users, engineers, agencies and support.

  3. 03

    Confirm credential storage, revocation and incident escalation paths.

  4. 04

    Review automation permissions before enabling write-like actions or budget changes.

Build the API workflow with the right scope from day one.

Bring your channels, reporting needs and automation goals. We will map the safest route across REST, exports, OAuth and governance.