Client portals carry trust risk
When users upload contracts, financial records, or strategy documents, your platform becomes a trust boundary. Security controls must be visible in architecture and operations.
Access and identity controls
- Enforce strong password policy and optional MFA.
- Use role-based permissions per workspace and project.
- Expire inactive sessions and revoke stale tokens.
- Audit login history and suspicious access attempts.
File handling safeguards
Validate file types, enforce size limits, and store files outside public paths. Generate signed, temporary URLs for previews/downloads rather than permanent direct links.
Operational protections
Maintain encryption in transit, regular backups, and incident playbooks. Security maturity is shown by preparedness, not only prevention.
