Governance Checklist for FileFeed Workspace Admins
Start with the governance mindset
FileFeed gives you extremely flexible automation—and that calls for intentional guardrails. A governance checklist keeps critical data safe without slowing down the business. Run through it every quarter and whenever you onboard a new product line.
Core governance pillars
Workspace hierarchy
- Create separate workspaces for sandbox, staging, and production with unique credentials.
- Restrict production workspace admin rights to the minimum team required.
- Document promotion steps so schema changes flow through lower environments first.
Access management
- Use SSO wherever possible and map FileFeed roles to your identity provider groups.
- Review access quarterly and remove inactive users automatically using the API.
- Log every manual import or override; export the audit trail for compliance checks.
Data lifecycle
- Align FileFeed retention policies with your contractual obligations.
- Encrypt any downstream storage endpoints and rotate credentials periodically.
- Purge sample files from staging once a customer is live in production.
Change management
- Capture schema and transformation version history with Git or your documentation tool.
- Require dual approval for high-risk transformations before promotion.
- Schedule quarterly disaster recovery drills to validate backup pipelines.
Your reporting framework
Transparency builds trust. Use FileFeed’s APIs to generate recurring governance reports and store them in a dedicated evidence folder your auditors can access.
- Monthly reliability report highlighting import success rates and incidents.
- Quarterly access review exported from FileFeed’s audit logs.
- Annual compliance review summarising retention settings, backup tests, and policy updates.
- Runbook updates tracked with version numbers and linked to change tickets.
Tooling to stay audit-ready
Workspace matrix
A shared sheet that tracks every workspace, its owner, environment tier, authentication method, and go-live date. Keep it updated as part of your onboarding checklist.
Runbook library
Store SOPs for imports, escalations, and customer communications in a central repository. Link each playbook directly inside FileFeed descriptions.
Audit evidence folder
Generate FileFeed audit exports monthly and store them with read-only permissions. Include screenshots of retention settings and access reviews.
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Need help with governance?
Our compliance specialists partner with your security team to design FileFeed workspaces that pass audits and impress customers.