Fit project access and data management to your organisation.
Choose SaaS or an Enterprise deployment on your own infrastructure. Plan corporate sign-in, organisation-level data separation, backups and operational responsibilities around your team’s requirements.
Choose SaaS or on-premises deployment
Evaluate the hosted SaaS offering or an on-premises or separate deployment under Enterprise. Agree where the application, project database and files will run, who will operate them, and how updates and support will be handled.
- Align hosting with your IT policies.
- Define infrastructure and operating responsibilities.
- Include deployment, updates and support in your project scope.
Manage access through corporate identity and roles
Connect your corporate identity provider through OpenID Connect (OIDC) for single sign-on under Enterprise. Use roles to manage viewing, editing and review permissions. Organisation-level access checks and database row-level policies support separation of customer data.
- Use your corporate identity infrastructure.
- Match permissions to team responsibilities.
- Restrict data access to your organisation's records.
Plan backups around the complete project environment
The deployment tooling covers the project database and stored files together, with integrity checks for the backup package. Define the backup schedule, storage, retention and restore responsibilities for your chosen environment, and include a restore exercise in the operating plan.
- Include database records and project files in the backup scope.
- Agree backup frequency, storage location and retention.
- Use project exports for handover and system backups for recovery.
Keep a record of design review and delivery
Preserve the reviewed design through frozen revisions. Revision-freezing and review actions are recorded with user and time information. Return to the revision behind each deliverable. Plan the project-package and attachment handover, access period and retention conditions as part of your agreement.
- Fix the design version used for review.
- Preserve records of review actions.
- Keep deliverables connected to project history.
Let’s assess SoSo CAD against your project requirements.