Copia | Trust Center
Copia Automation Trust Center
Copia Automation's central source for all security information needs.
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Security Program Overview

Copia Automation is dedicated to providing best-in-class security for our customers. We understand that the files stored with us represents important IP, oftentimes critical infrastructure or production processes. As such, we utilize a secure-by-design methodology to create a strong foundation that's reinforced with defense in depth.

Here are some highlights of our security program: 

  • Compliance. We are SOC 2, Type 2 and SOC 3 compliant. 
  • Access Controls. We offer our clients the ability to use Single Sign-On (SSO) and/or Multi-Factor Authentication (MFA). 
  • Encryption. We encrypt all data-at-rest and data-in-transit, as well as backups, by leveraging AWS's cloud solutions. 
  • Backup & Recovery. Copia's designed to consistency achieve 99.7% availability with a 1 hour Recovery Time Objective (RTO) and Recovery Point Objective (RPO). Backups are testing on an annual basis. 
  • Auditing. We have Security Information & Event Management (SIEM) to monitor logs from various Copia systems to detect suspicious activity and enable timely response. 
  • Third-Party Penetration Testing. We perform annual third-party penetration testing on our web applications and API endpoints.

Resources

SOC 2 Type 2

A SOC 2 Type 2 Report is a Service Organization Control (SOC) audit on how a cloud-based service provider handles sensitive information. It covers both the suitability of a company's controls and its operating effectiveness

SOC 3

A System and Organization Controls 3 (SOC 3) report outlines information related to a service organization's internal controls for security, availability, processing integrity, confidentiality and privacy.

Penetration Tests

Copia's annual third-party penetration test results

Copia Policies

Copia's corporate security policies

Monitoring

Continuously monitored by Secureframe
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Subprocessors

Amazon Web Services

AWS serves as our primary cloud hosting solution. It provides secure, scalable infrastructure for storing, processing, and managing customer data.

Datadog

Datadog is a monitoring and analytics platform. It helps us oversee system performance and troubleshoot issues, ensuring a secure and efficient processing environment.

GitHub

GitHub is our code repository platform. It stores and manages the source code for our applications, including versions and change history, helping to track and audit changes.

Cloudflare

Cloudflare serves as our web performance and security platform. It provides DDoS protection, SSL encryption, and content delivery, safeguarding our web applications and data.

Slack

Slack is our internal communication tool. It facilitates real-time messaging and document sharing among team members, aiding in efficient and compliant data sharing practices.

Google Workspace

oogle Workspace serves as our e-mail and document storage provider. It offers secure, cloud-based platforms like Gmail and Google Drive, enabling efficient communication and document management in compliance with data regulations.

WorkOS

WorkOS serves as our solution that enables Copia to provide SSO for our customers

HEX

Data visualization solution for product usage metrics

Clickup

Clickup serves as Copia's ticket management system

FAQs

Yes, Copia is SOC 2, Type 2 certified.
No. Copia's solution does not require Copia staff to access your network and it does not provide Copia the ability to remotely access your network.
"Copia Cloud" is a Multi-tenant offering. Single tenancy is as a customer hosting offering. For more information on Copia's data segmentation practices please request access to our SOC 2.
Copia encrypts all customer data at rest and in transit.
Copia is hosted on Amazon Web Services in the US.
Copia utilizes a range of tools to quickly detect vulnerabilities in Copia assets and code for timely remediation.

Monitoring

Change Management

Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.
Software Change Testing
Software changes are tested prior to being deployed into production.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
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.

Availability

Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.
Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.
High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.
Uptime and Availability Monitoring
System tools monitors for uptime and availability based on predetermined criteria.

Organizational Management

Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
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.
Advisor Meetings on Security
Senior management and/or board of directors meets at least annually to review business goals, company initiatives, resource needs, risk management activities, and other internal/external matters. The information security team meets at least annually to discuss security risks, roles & responsibilities, controls, changes, audit results and/or other matters as necessary.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
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.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Performance Reviews
Internal personnel are evaluated via a formal performance review at least annually
New Hire Screening
Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.
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.
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.
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.
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.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
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.

Confidentiality

Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
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.
Retention of Customer Data
Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies.
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.
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.

Vulnerability Management

Third-Party Penetration Test
A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution.
Vulnerability Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

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.
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.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.

Risk Assessment

Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
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.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Vendor Risk Assessment
New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually.

Network Security

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.
Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
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.

Access Security

Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Encryption-at-Rest
Service data is encrypted-at-rest.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
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 Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
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.
Complex Passwords
Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually

Physical Security

Physical Security Policy
A Physical Security Policy that details physical security requirements for the company facilities is in place.

Communications

Communication of Critical Information
Critical information is communicated to external parties, as applicable.
Terms of Service
Terms of Service or the equivalent are published or shared to 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.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.
Description of Services
Descriptions of the company's services and systems are available to both internal personnel and external users.
Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.