Security and data protection

Who can sign in, what they can do, how long data is kept, and where it’s held are all set in Casebridge, where your admins can check them.

Sign-in and access

Two-factor for password sign-in

Every member of staff signing in with a password proves a second factor with an authenticator app, and gets recovery codes that each work once.

Microsoft sign-in

Staff can sign in with their Microsoft account, and you can make it the only way in for your organisation.

Password rules

Common passwords, ones about the account, and ones found in known breaches are refused.

Session time-outs

A session ends after an hour without use, and after twelve hours at most.

Roles

Each member of staff is an owner, admin, or officer. Only owners and admins can change forms, Case types, integrations, and settings.

Separate organisations

Every query is scoped to one organisation, and the database’s row-level security enforces it as well.

Access per Case type

Each Case type says which roles can view its Cases, move them between stages, assign them, and edit their data. Change it there, and it applies to every Case of that type.

Access
The Access settings of the Corporate complaint Case type, a table of roles against actions. Owners and admins can view, change stage, assign, and edit data. Officers can view and change stage. Applicants can view their own Case.

Data

Retention

Each kind of data has a retention period, adjustable within set limits. When it ends, the data is deleted or anonymised, depending on what it is.

Subject access and erasure

Export everything held about a person as one download, or erase it once nothing still needs it.

Audit history

Forms, Cases, people, records, and account security each keep a history of who changed what and when.

Logs

Casebridge’s own logs hold identifiers and codes, never what a resident told you.

UK hosting

Your data, and the servers that read and write it, are in Microsoft Azure’s UK South region, with the database backed up automatically.

Encrypted keys

Integration keys and two-factor secrets are stored encrypted, and the keys that protect integration keys are held in Azure Key Vault.

Common questions

Where is our data held?

In Microsoft Azure’s UK South region: the database, uploaded files, and the servers that read and write them.

Can we use our own Microsoft sign-in?

Yes. Staff can sign in with their Microsoft account, and an owner can make it the only way in. Microsoft’s own sign-in rules, including its multi-factor authentication, then apply.

Who can change a live form?

Admins edit a draft and submit it for review. It goes live only once it’s approved, and approval is refused if it changed after it was submitted. Every version stays on record.

What happens to data we no longer need?

Each kind of data has a retention period you can see and adjust within limits. When it ends, the data is deleted or anonymised, depending on what it is.

Talk to us

Tell us which service you have in mind, and we’ll show you how it would work in Casebridge.

Contact us