Safeguarding sensitive documents with automated access controls

Purpose

1. Automate the safeguarding of sensitive architectural documents by enforcing role-based, need-to-know, and event-driven access controls for compliance, risk mitigation, and seamless documentation management.

2. Automating the configuration and monitoring of document permissions, audit logs, and alerting to ensure only authorized personnel access confidential project files, enabling auditability and regulatory compliance.

3. Facilitate automated deprovisioning, periodic access review, and tamperproof logging to mitigate insider threats, automate evidence gathering for audits, and satisfy privacy/security obligations.

Trigger Conditions

1. Creation, upload, or movement of sensitive architectural documentation within document management systems.

2. Updates to staff access roles, onboarding/offboarding events, or detected non-compliance (e.g., unauthorized access attempts).

3. Exceeding data sensitivity thresholds or receiving regulatory change alerts requiring increased automation.

Platform Variants

1. Microsoft SharePoint

 • Feature: Automate "Permission Levels" and "Audit Log Reports" via SharePoint REST API (/_api/web/roleassignments).

2. Google Drive

 • Setting: Automate "Drive Permissions API" for programmatically assigning/removing file/folder access.

3. Dropbox Business

 • Feature: Automate "Access Control Enforcement" with Dropbox Business API /sharing/add_file_member.

4. Box

 • Setting: Automate “Collaboration Invitations” and “Classification” via Box API (POST /collaborations).

5. DocuSign

 • Feature: Automate "Envelope Access Control" via DocuSign API (PUT /envelopes/{envelopeId}/recipients).

6. Okta

 • Feature: Automate "User Deprovisioning" and "Group Rules" via Okta API (POST /api/v1/groups/rules).

7. Auth0

 • Setting: Automate "Role-Based Access Assignments" via Auth0 Management API (PATCH /api/v2/users/{id}).

8. AWS S3

 • Setting: Automate "Bucket Policies" and "Object ACLs" via AWS S3 API (PutBucketPolicy).

9. Azure Files

 • Feature: Automate "Access Signatures" via Azure Storage API (CreateUserDelegationKey).

10. Egnyte

 • Setting: Automate "Permission Grants" via Egnyte Public API (PUT /perms).

11. Slack

 • Feature: Automate "Access Alerts" with Slack API (chat.postMessage) triggered on compliance events.

12. Trello

 • Setting: Automate "Board Membership Controls" via Trello API (PUT /boards/{idBoard}/memberships).

13. Atlassian Confluence

 • Feature: Automate "Space Permissions" via Confluence REST API (/rest/api/space/{spaceKey}/permission).

14. GitHub

 • Setting: Automate repository access via GitHub API (PUT /orgs/{org}/teams/{team_slug}/repos/{owner}/{repo}).

15. G Suite Admin

 • Feature: Automate "User Suspension and Group Access Changes" via Directory API (PATCH /admin/directory/v1/users).

16. Salesforce

 • Setting: Automate "Field-level Security" via Salesforce API (Metadata API: Profile/UserPermissions).

17. Zendesk

 • Feature: Automate "Role Assignment" via Zendesk API (PUT /api/v2/users/{id}).

18. Smartsheet

 • Setting: Automate "Sharing Permissions" via Smartsheet API (POST /sheets/{sheetId}/shares).

19. Monday.com

 • Feature: Automate "Board/Item Permissions" via Monday API (change_column_value).

20. NetDocuments

 • Setting: Automate "Workspace Security Policy" via NetDocuments API (PUT /v1/workspaces/{workspaceId}/security).

Benefits

1. Automates access enforcement, strengthens compliance posture, and supports scalable documentation workflows.

2. Reduces manual management—automatedly minimizing human error in sensitive data control automation.

3. Provides automatable audit trails and automated alerting for transparency into access and security events.

4. Frees staff for design work by automating repetitive permission and compliance checks for architecture firms.

5. Accelerates audit responses with automated evidence collection, supporting dispute resolution and regulatory adherence.