Securing Your Cloud-Based Applications: Protecting Data and Enhancing Staffing Models (brought to you by Rightworks Cloud Hosting)

Upon completion of this course, participants will be able to: 

1. Understand Cloud-Based Applications - Learn how cloud-based tools, like QuickBooks® Online and client bank account portals, work and why they require additional layers of protection. 

2. Secure Financial Access & Onboarding -protect sensitive data by implementing secure onboarding processes for offshore and temporary staff, ensuring former staff cannot retain credentials or gain unauthorized access. 

3. Enhance Security Across Staffing Models -Explore how solutions like Rightworks’ OneSpace can lock down access to client data with features such as: • Password-less logins • One-click offboarding • Detailed compliance reporting for all application activity 

4. Implement Role-Based Access Controls (RBAC)- Discover how assigning role-based access permissions ensures each team member only has access to the data and applications necessary for their role. This limits exposure to sensitive information and minimizes the risk of unauthorized activity. 

5. Develop a Written Information Security Plan (WISP)-Uncover the importance of creating and maintaining a WISP to guide your firm’s security policies and meet compliance requirements. A WISP serves as the foundation for managing risks, incorporating staff training, and handling data breaches effectively. 

6. Effortlessly Manage Staff Transitions-Mitigate risk by offboarding temporary or contracted staff in just a few clicks, ensuring no credentials remain active post-employment.

•  Understanding Cloud Security Risks – Learn why cloud applications require extra security measures and how to protect financial data. 
• Secure Onboarding & Offboarding – Implement best practices for managing access control for temporary and offshore staff. 
• Role-Based Access Control (RBAC) – Assign permissions to staff based on job responsibilities to limit exposure to sensitive data.
• Enhancing Security with Technology – Explore advanced security solutions like password-less logins and one-click offboarding.
• Compliance & Risk Management – Develop a comprehensive WISP to meet industry regulations and handle data breaches effectively. 
• Operational Efficiency & Security – Discover strategies to streamline staffing transitions without compromising security.