Canvas Envision | Trust Center
Trust at Canvas Envision
Canvas Envision is committed to protecting the confidentiality, integrity, and availability of your data. This Trust Center covers how we secure our platform, the controls we monitor, and the status of our SOC 2 Type 2 audit, which is underway. Customer data is encrypted in transit and at rest, and every employee completes security training. Request access below for our security policies and supporting documentation. Some documents require an NDA. To report a security concern, email [email protected].
View Controls

Resources

SOC 2 Type 2 Report

An independent CPA firm's report on the design and operating effectiveness of our security controls.

Information Security Policy

Our core policy for protecting company and customer information, covering security roles, responsibilities, and the controls every employee follows.

Incident Response Plan

How we detect, contain, investigate, and communicate security incidents, including how affected customers are notified.

Business Continuity and Disaster Recovery Policy

How we keep the platform available and recover from disruptions, including backups and annual restoration testing.

Access Control and Termination Policy

How access to systems and customer data is granted on least privilege, reviewed regularly, and removed when someone leaves.

Encryption and Key Management Policy

How customer data is encrypted in transit and at rest, and how encryption keys are managed.

Vendor Risk Management Policy

How we assess and monitor the third-party vendors that support our platform and services.

Monitoring

Continuously monitored by Secureframe

Compliance

SOC 2 Type 2

An independent audit, performed by a licensed CPA firm, of how our security controls are designed and how well they operate over time. Our current SOC 2 Type 2 audit is underway.

Monitoring

Change Management

Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Software Change Testing
Software changes are tested prior to being deployed into production.
Baseline Configurations
Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Segregation of Environments
Development, staging, and production environments are segregated.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.

Availability

Backup Restoration Testing
Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups.

Organizational Management

Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.

Confidentiality

Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Disposal of Customer Data
Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.
Vulnerability Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.
Lessons Learned
After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.

Network Security

Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Logging and Monitoring for Threats
Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable.
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Encryption-at-Rest
Service data is encrypted-at-rest.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
Administrative Access is Restricted
Administrative access to production infrastructure is restricted based on the principle of least privilege.
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Least Privilege in Use
Users are provisioned access to systems based on principle of least privilege.
Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.

Communications

Description of Services
Descriptions of the company's services and systems are available to both internal personnel and external users.
Confidential Reporting Channel
A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.
Terms of Service
Terms of Service or the equivalent are published or shared to external users.
Communication of Critical Information
Critical information is communicated to external parties, as applicable.
Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.