Security
Everyone sees what their role allows. Nothing more.
Doclave keeps SharePoint access in step with the roles you already manage in Dynamics 365, automatically, as people join, move and leave. Your team works as today, and you can show the evidence when asked.
One security model, no manual upkeep
Your documents never leave your tenant
Every access change logged
Book a 30-min walkthrough
Get the security pack
No obligation. Bring your IT or security lead.
NOW
Govern access by purpose
Protect sensitive information
Access only with a business reason
Least access by default
Proof, on demand
THEN
Protect the technology
Perimeter protection
Network security
System hardening
Identity management
01 — The shift
Security is now about need-to-know, and proving it.
NIS2 moves security from technology to purpose. Access to a document needs a business reason, and people should reach as little information as their role requires. You also need to show that it holds.
NIS2 Directive: Article 21 covers access-control policies; Article 20 makes management accountable.
02 — The gap
People change roles. Their document access doesn't.
Dynamics 365 keeps roles current. SharePoint keeps its own permissions, and nothing aligns the two. Every move, promotion and leaver leaves access behind, until someone finds it by hand.
One security model, kept in sync automatically.
Organisational changes applied automatically
Copilot kept within role boundaries
Access reviewed in one place
Identity
03 — How it works
Change a role once. SharePoint follows.
No new process, and nothing for anyone to remember. Doclave picks up each change in Dynamics 365, carries it through to SharePoint and keeps the record.
You change a role
Add, move or remove someone in Dynamics 365, as you do today.
Doclave picks it up
Every change is carried through, the most important first. No scheduled jobs, no tickets.
SharePoint follows
Access to libraries and folders is updated to match the role.
The change is recorded
Every change is logged by reference, not by name. Ready for your next audit.
04 — Built on the boundary
Security first. Everything else builds on it.
Once Dynamics 365 roles govern SharePoint, the same boundary gives you audit evidence and access that scales with the organisation.
Compliance
Compliance reporting, out of the box.
An auditor asks who could open HR contracts in March. Doclave shows each role change and the SharePoint access that followed, time-stamped. No spreadsheet hunt.
Access by role
Full change history
Scalability
Access that grows with you
A new hire joins Service. Set the role in Dynamics 365 and SharePoint access follows, with no ticket. Notes, emails and attachments move to lower-cost SharePoint storage.
Less maintenance
Lower storage cost
Supports alignment with
NIS2 · ISO 27001 · GDPR
Access requirements, with the evidence to match.
Access requests
0 tickets
The D365 role decides. SharePoint follows automatically.
Our side
05 — Walk the talk
We hold ourselves to the boundary we sell.
Four checkpoints on our own side of the line — documented, not claimed.
Access
What Doclave can touch in your tenant, and why.
[Verified detail]
Data
What we store, where, and for how long.
Logs hold reference IDs only, never names or personal data. Documents stay in your tenant.
Hosting
Where it runs and who operates it.
Runs in EU data centres. Your documents stay in your tenant. Microsoft partner, coming to AppSource.
Operations
Backed up, monitored, recoverable.
3-2-1 backups. 30 daily, 4 weekly and 6 monthly restore points. Continuous monitoring and automatic reconciliation.
Download the security overview
Your tenant
Draw the boundary before the audit does.
Book 30 minutes and bring your security questions. Or take the overview to your team first.
Book a 30-min demo
Security overview (PDF)
