Security
Last updated: February 9, 2026
PlaybookM
Our Commitment to Security
PlaybookM is designed with security as a foundational principle. We implement technical, administrative, and organizational safeguards to protect customer data.
Security Controls
- Company-level logical data isolation
- Role-based access controls
- Encrypted data in transit (TLS/HTTPS)
- Secure authentication and session handling
- Audit logging of critical actions
- Regular system updates and monitoring
Infrastructure & Hosting
- Cloud-hosted infrastructure
- Segregated environments
- Secure object storage for uploaded files
- Restricted access to production systems
Incident Response
- We investigate promptly
- Affected customers are notified without undue delay
- Remediation steps are taken immediately
Customer Responsibilities
- Managing user access and permissions
- Enforcing internal security policies
- Protecting login credentials
SOC 2 Appendix (Readiness)
PlaybookM aligns operational controls to SOC 2 principles, including security, availability, and confidentiality. Evidence is maintained for access controls, change management, and incident response workflows.