
## How miniOrange CASB Secures Your Salesforce Apps?

Salesforce is one of the most popular CRM tools that manages all customer data, like contact details, sales history, and even how the product is delivered. It has proven to be great for businesses, big or small, that sell to both B2B and B2C customers.

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It was the very first CRM system that you could access over the Internet. This means employees can access Salesforce cloud apps from anywhere with an internet connection, making it incredibly flexible and helping boost productivity. But that's not all! Salesforce also offers a complete 360-degree view of the customer's journey, like what made them interested in your product and when they bought something from you. 

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However, Salesforce management can become tricky for your organization. The job of protecting user access to Salesforce apps, preventing data leaks, and ensuring compliance with data security regulations falls entirely on your security team. 

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miniOrange can help your security team tackle these challenges with [Salesforce CASB](https://www.miniorange.com/casb/integrations/salesforce) (Cloud Access Security Broker) solutions. 

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Let’s understand why data security is important for Salesforce apps and how Salesforce CASB by miniOrange protects your apps from account takeovers, sensitive data leakage, and malicious file uploads.


### What is Salesforce Data Security? {#what-is-salesforce-data-security}

Salesforce Data Security is all about protecting your business data that is stored in your Salesforce Cloud apps. It ensures that only authorized users can access and modify this data on Salesforce apps.

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Imagine a scenario where a user or app mishandles Salesforce data, violating your company's data policies. This could lead to a security breach and serious consequences.

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That's where Salesforce Data Security steps in. It acts as a powerful control center, enforcing data access and permissions for all users and apps interacting with your Salesforce Cloud information.


### What are the threats to your Salesforce Cloud Apps? {#what-are-the-threats-to-salesforce-cloud-apps}

Imagine Salesforce as a giant filing cabinet full of important information about your customers and business deals. This information is valuable, so hackers and even dishonest employees might try to steal it.

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Here's why Salesforce data might be vulnerable:

- **Lots of access points:** Since many people in your company use Salesforce, there are more opportunities for someone to get in and steal information.
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- **Insider threats:** An employee with high-level access could take your customer data.

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This looming threat cannot be predicted. Your company needs to be more safe in ensuring Salesforce Data Security. To mitigate this, you need to use a [CASB solutions](https://www.miniorange.com/casb/solutions/) to provide transparency in customer data management, define user group access over different platforms, be compliant with industry standards, and ultimately provide complete data protection on Salesforce apps.

## What is a CASB? {#what-is-a-casb}

A [Cloud Access Security Broker (CASB)](https://www.miniorange.com/casb/) is a cloud security solution that helps businesses protect their cloud applications from unauthorized access and cyber threats. CASB solutions provide the Security Operations Center (SOC) team with comprehensive visibility into user behavior, enabling them to identify potential data security issues that could lead to data leakage. By monitoring user actions, CASBs can assess whether users pose a threat to the cloud application's data.

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The Salesforce CASB solution by miniOrange is designed on the [4 pillars of CASB](https://www.miniorange.com/blog/what-are-the-4-pillars-of-casb/) to protect customer data stored on the Salesforce cloud apps. It prevents cyber threats and unauthorized access aimed at stealing critical company data. Additionally, it supports and enforces data protection rules necessary for controlling the flow of information between users and applications within the Salesforce Cloud.

### How CASB Solution ensure Salesforce Data Security? {#how-casb-solution-ensure-salesforce-data-security}

We've discussed CASB security, but how does it specifically protect information within Salesforce applications? Let's explore Salesforce Cloud security through an example. Imagine a company using Salesforce for lead generation and customer analysis. This company has implemented the miniOrange Salesforce CASB security solution to set user access restrictions, ensuring that employees can only access information relevant to their roles.

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**User Access Levels: An Example**

Consider two users: Michael, the marketing head, and Dwight, an assistant analyst. Their roles within the organization determine their access to Salesforce data.

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- **Michael (Marketing Head):** He requires **full access** to the Salesforce Marketing Cloud to manage ad campaigns and generate leads. The Salesforce CASB security solution grants him complete control over marketing activities and customer data for targeted campaigns.

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- **Dwight (Assistant Analyst):** Dwight **only needs access to specific product** growth data within categories. He won't have full access to customer information; he will only have relevant customer fields for his tasks. The Salesforce CASB security solution ensures he cannot access sensitive customer data beyond his job requirements.

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In this way, miniOrange Salesforce CASB safeguards company data by managing user access controls. This promotes compliance and mitigates threats to customer data stored in Salesforce Cloud apps.

![CASB Salesforce Users](/blog/assets/2023/casb-salesforce-users-blog.webp)

### Salesforce Shield vs Salesforce CASB {#salesforce-shield-vs-salesforce-casb}

**Salesforce Shield** and **Salesforce CASB** are both tools that can help you secure your Salesforce data and ensure compliance with regulations. Here's a breakdown of their strengths and weaknesses to help you decide which is best for your needs:

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 **Salesforce Shield:**

- **Pros:** Built-in solution for data protection, user access monitoring, and compliance.
- **Cons:** Cost is tied to your overall Salesforce spend, meaning more users can lead to a higher bill.

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**Salesforce CASB:**

- **Pros:** Typically priced per user, offering broader security features like granular access control, deep data visibility, and a wider range of compliance support.
- **Cons:** May require additional setup and configuration compared to the native Shield solution.

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**In Short:**
- **Shield is a good choice for:** Businesses already heavily invested in Salesforce who want a basic level of built-in security.
- **Salesforce CASB is a good choice for:** Businesses needing more comprehensive security features, per-user pricing, and deeper control over user access and data visibility.

## Benefits of CASB for Salesforce Apps {#benefits-of-casb-for-salesforce-apps}

Here are the top benefits of using the miniOrange CASB cloud security solution for Salesforce Cloud Data Security.

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- **Data Breach Protection:** Salesforce CASB safeguards and manages the flow of information between Salesforce Cloud apps and users. It continuously monitors app data permissions and user activities to detect potential data breaches, ensuring that information remains within the authorized scope and maintaining Salesforce Data Security.

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- **Compliance Inclusion:** By adhering to industry-standard security practices, Salesforce CASB security protects your sensitive data and business from threats. It ensures that unauthorized parties cannot access data stored in Salesforce Cloud apps, maintaining compliance and security.

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- **Malware Detection and Threat Protection:** Salesforce CASB provides robust defense against malware and malicious software targeting Salesforce Cloud apps. It prevents unauthorized data encryption (such as ransomware), ensuring the safety of all data stored within Salesforce Cloud apps.

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- **Control User Access Permissions:** To prevent over-sharing and manage user access to cloud apps, Salesforce CASB can monitor and restrict access to certain Salesforce Cloud apps. This control helps prevent data breaches by regulating access permissions.

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- **User Risk Score Assessment:** Salesforce CASB assigns a threat score to user profiles based on suspicious activities. When a user's risk score exceeds a set threshold, all access and permissions are revoked until reauthorized by the SOC administrator. This measure ensures that high-risk users are promptly identified and managed.

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- **Generate Security Reports:** Salesforce CASB enables the generation of security reports that detail threats it has mitigated over time. These reports provide SOC teams with valuable insights, allowing them to enhance security measures, update user permissions, and improve overall company productivity.

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- **Salesforce Zero Trust:** Salesforce Zero Trust is an advanced security approach for Salesforce Data Security and Cloud Security. It ensures continuous authentication, authorization, and validation of users, providing a secure flow of access and permissions while using Salesforce Cloud apps.


![Salesforce CASB Solution](/blog/assets/2023/salesforce-casb-solution.webp)

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## In Summary

In this blog, we explored methods to secure your Salesforce cloud apps and their data. We also detailed how miniOrange Salesforce CASB cloud security solution offers tailored data access to individual customer information, ensuring compliance with industry standards and safeguarding Salesforce data. Additionally, the CASB solution manages data access permissions based on employees' organizational levels.

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If you're looking to secure your Salesforce Cloud data, miniOrange Salesforce CASB is the premier solution on the market. With our outstanding products, globally recognized support team, and the most affordable pricing available, miniOrange is your go-to provider for all things CASB cloud security.

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Don't hesitate — reach out to us at [info@xecurify.com](mailto:info@xecurify.com) , and we'll respond promptly!

### Additional Resources {#Additional Resources}

If you’re looking for more Salesforce cloud security products, check out more of them by miniOrange.

-   [Salesforce SAML Single Sign-On SSO](https://www.miniorange.com/salesforce-single-sign-on-(sso))
-   [Single Sign-On (SSO) For Shopify Using Salesforce as Identity Provider](https://plugins.miniorange.com/single-sign-on-sso-for-shopify-using-salesforce-as-identity-provider)
-   [Single Sign-On (SSO) for Apps Using Salesforce as IDP](https://www.miniorange.com/iam/login-with-external-idp/configure-salesforce-sso)
-   [MFA + Provisioning for Salesforce](https://www.miniorange.com/integrations/salesforce-sso-mfa-provisioning)


Protect your Salesforce apps and data with miniOrange Cloud Access Security Broker (CASB). Ensure security, compliance, and user visibility. Safeguard your business-critical information with Salesforce CASB.

CASB for Salesforce Data Security, Compliance, and User Visibility


## What is the SAMA Compliance Framework?

[SAMA compliance](https://www.miniorange.com/compliances/sama) is the regulations set by the Saudi Arabian Monetary Authority for protecting the integrity and security of the financial sector. It ensures that banking organizations in Saudi Arabia follow strict standards for data protection, cybersecurity, and risk management. It controls and regulates the processes, legalities, and information security strategies of all regional banking organizations and financial enterprises. Compliance with SAMA is crucial for maintaining customer as well as stakeholder trust and confidence, while also protecting against data breaches and cyberattacks.

## What are the Data Security requirements for SAMA Compliance? {#sama-compliance}

To comply with the SAMA compliance framework, businesses in the financial sector must adhere to these key data security requirements:

### Data Encryption

All financial data must be encrypted in transit and at rest to protect against unauthorized access. Data encryption ensures that even if data is intercepted, it remains unreadable on platforms like Jira and Confluence without the appropriate decryption keys. 

### Access Controls
Strong user authorization and authentication should be in place to ensure that only verified personnel can access sensitive financial information. This includes two-factor authentication (2FA) for accessing critical cloud apps and role-based access controls (RBAC). For instance, CASB can monitor and control access to cloud apps like Confluence from unmanaged devices.

### Data Loss Prevention (DLP)
Measures must be implemented to detect and prevent data breaches or leaks. [DLP](https://www.miniorange.com/data-loss-prevention-dlp) technologies monitor data flows and enforce policies to prevent unauthorized data transfers.

### Audit and Monitoring
Continuous monitoring and auditing of data access and activity are required to detect and respond to security incidents promptly. This involves logging all access and changes to sensitive data and regularly reviewing these logs for suspicious activities.

### Risk Management
Institutions must conduct regular risk assessments and implement strategies to mitigate identified risks. This includes identifying potential threats, evaluating the impact and likelihood of these threats, and implementing appropriate controls to reduce risk to an acceptable level.

## SAMA Compliance with CASB Solution {#sama-compliance-casb}

miniOrange [Cloud Access Security Broker (CASB)](https://www.miniorange.com/casb/) acts as a middleman between banking firms and cloud service providers, offering improved visibility and control over data security. Here's how CASB can help comply with the SAMA compliance framework:

### Data Protection
CASB offers robust data encryption and tokenization capabilities, ensuring that sensitive information is protected, both in transit and at rest. This aligns with SAMA's requirement for robust encryption practices.

### Visibility and Control
[CASB solution](https://www.miniorange.com/casb/solutions/) provides complete visibility into cloud usage, allowing financial institutions to monitor and control access to sensitive data effectively. This includes tracking who is accessing data, from where, and what actions they are taking.

### Compliance Management 
CASB comes with tools to enforce compliance policies and generate audit logs, simplifying the process of maintaining compliance with SAMA regulations. This includes automated policy enforcement and real-time compliance reporting.

### Threat Protection
Advanced threat protection features in CASB help detect and mitigate potential security threats, ensuring a proactive approach to cybersecurity. This includes detecting unusual behavior that may indicate a security threat and automatically taking action to mitigate the risk.

## Benefits of CASB for Financial Data Security {#financial-data-security}

miniOrange [CASB integration](https://www.miniorange.com/casb/integrations/) with data security strategy offers several benefits for financial institutions:

### Enhanced Security
CASB provides an additional layer of security, protecting financial institutes against data breaches and cyber threats. They offer features like User Behavior Analytics (UBA), which can detect anomalies that may indicate a security incident.

### Regulatory Compliance
With built-in compliance management tools, CASB simplifies the process of meeting regulatory requirements like SAMA. They help ensure that all compliance policies are consistently implemented and provide detailed reports to demonstrate compliance.

### Improved Visibility
Gain insights into cloud usage and data access patterns, enabling better risk management. This visibility helps institutions detect and address possible security issues before they cause serious damage.

### Cost Efficiency
By consolidating security functions into a single platform, CASB reduces the overall cost of compliance and security management. This includes lowering the need for multiple security tools and simplifying security policy management.

## Working of CASB for SAMA Compliance {#casb-sama}

Let's consider two staff users working within a financial services company in Riyadh. John is a Senior Financial Analyst, while Alice is an IT Security Specialist working on a project involving confidential financial data, and they need to collaborate using Confluence. They must ensure compliance with SAMA regulations while sharing and managing this sensitive information.

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With a CASB solution in place, Alice detects and prevents the sharing of sensitive financial data outside the organization. The CASB monitors documents within Confluence and alerts the security team if any unauthorized sharing attempts occur.

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The CASB provides real-time visibility into user activities. For instance, if John attempts to access a restricted document, an alert is generated for Alice to review.

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This is how the miniOrange CASB solution works in real-time to control access for users, ensuring the security of financial data and enforcing SAMA Compliance for financial service providers.

## In Summary {#summary}

In this blog, we learned how to comply with SAMA compliance and why it is essential for financial institutions operating in Saudi Arabia. Leveraging miniOrange Cloud Access Security Broker (CASB) can simplify this process by providing enhanced control, visibility, and security over sensitive financial data. By integrating our CASB solution, financial institutions can not only meet SAMA compliance framework requirements but also boost their overall data security posture.

## Additional Resources {#Additional Resources}

Check out more resources by miniOrange for cloud security.

-   [Google Workspace CASB](https://www.miniorange.com/casb/integrations/google-workspace)
-   [Atlassian CASB](https://www.miniorange.com/casb/integrations/atlassian-apps)
-   [Office network security](https://www.miniorange.com/casb/solutions/office-network-security)
-   [WordPress Healthcare CRM Single Sign-On (SSO)](https://www.miniorange.com/blog/wordpress-single-sign-on-sso-for-healthcare-crm/)


The financial sector demands strong data security solutions in this digital age. The Saudi Arabian Monetary Authority (SAMA) sets strict compliance standards to protect sensitive financial data owned by companies in the banking sector. Integrating miniOrange Cloud Access Security Broker (CASB) can help simplify the process of complying with the SAMA compliance framework. In this blog, we explore the how to comply with SAMA compliance using miniOrange CASB and its features and benefits.

How To Comply With SAMA Compliance with CASB?


## MS Office 365 Security: Restricting Access and Protecting Data

Cloud technology has changed the way businesses operate, with better teamwork tools, easier data storage, and access from anywhere. Many companies use Microsoft Office 365 because it's affordable, always up-to-date, and has lots of features.

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However, using such cloud services can also create new security risks. Companies must be careful about who can access their information and how it's protected. A data breach can be a big problem, exposing sensitive information and stopping your business from working. For instance, understanding how to restrict users from creating Office 365 groups or knowing the protocols for Office 365-restricted users can be crucial steps in safeguarding your data.

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To secure business data on the cloud, companies should use a mix of cloud security tools, such as:

- **[Cloud Access Security Broker (CASB)](https://www.miniorange.com/casb/)**
- **[Data Loss Prevention (DLP)](https://www.miniorange.com/data-loss-prevention-dlp)** 
- **[Mobile Device Management (MDM)](https://www.miniorange.com/unified-endpoint-management/solutions/mobile-device-management)** 
- **[Identity and Access Management (IAM)](https://www.miniorange.com/iam/)** 

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When integrated with Office 365, these tools offer robust security controls, including network and device-based restrictions, to protect sensitive information, maintain compliance, and safeguard corporate resources effectively. They also guide you on how to restrict users from creating Office 365 groups.

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Let's take a closer look at how each of these tools can help you secure your Microsoft Office 365 apps.

## Microsoft Office 365 Security: The Power of Four {#power-of-four}

### Cloud Access Security Broker (CASB) {#casb}

CASB stands as a critical line of defense for cloud security. It acts as a security gateway, monitoring and controlling access to Office 365 apps. [Microsoft Office 365 CASB](https://www.miniorange.com/casb/integrations/microsoft-365) provides deep visibility into user activity, enabling IT teams to track potential threats and ensure compliance.

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With CASB, you can:
- **Restrict access to Office 365 from external networks:** This ensures unauthorized personnel don't have access to sensitive data on Office 365 from outside the office.

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- **Prevent data breaches:** A [CASB solution](https://www.miniorange.com/casb/solutions/) can be configured to block users from uploading files to unauthorized cloud storage services like Dropbox.

### Data Loss Prevention (DLP) {#dlp}

DLP focuses on protecting sensitive data within your Office 365 apps. It identifies, classifies, and enforces security policies for data at rest, in transit, and in use. 

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Here’s how [DLP Solution](https://www.miniorange.com/data-loss-prevention-dlp) can help:

- **Office 365 restricted users:** Implementing DLP policies can help in identifying and restricting users on Office 365 who may pose a risk to data security.

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- **Create separate user profiles:** By creating separate user profiles on Windows devices, you can dedicate one profile solely to Office 365 apps. DLP policies can then be applied to block personal apps and services like Gmail and personal Outlook logins within this profile.


### Mobile Device Management (MDM) {#mdm}

With the ever-increasing use of mobile devices, [MDM Solution](https://www.miniorange.com/unified-endpoint-management/solutions/) ensures secure access to corporate data on these devices. 

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MDM allows you to:

- **Enforce strong device authentication:** Implement multi-factor authentication for additional security when accessing Office 365 apps on mobile devices.

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- **Remote wipe:** In case of device loss or theft, MDM enables remote data wiping, protecting sensitive information.

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- **Restrict users from creating Office 365 groups:** MDM can work in conjunction with other tools to help restrict users from creating Office 365 groups on their mobile devices, ensuring tighter control over group creation and management.

### Identity and Access Management (IAM) {#iam}

IAM ensures that the right users have access to the right resources at the right time. 

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Here's how an [IAM Solution](https://www.miniorange.com/iam/solutions/) strengthens your security:

- **Least privilege access:** Grant users access based on the principle of least privilege, ensuring they only have access to the Office 365 apps and data they need for their job functions.

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- **Simplified authentication:** Implement Single Sign On (SSO) to allow employees to use a single set of credentials to access Office 365 apps.

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- **Office 365 restricts users:** [IAM solution for Office 365](https://www.miniorange.com/iam/integrations/office-365-sso) can enforce policies to restrict users' access to specific Office 365 apps and data based on their roles and responsibilities, ensuring robust access control.

## Network & Device Restrictions {#network-and-device}

By combining CASB, MDM, DLP, and IAM, you create a layered defense for MS Office 365 apps, enforcing both network-based restrictions and device-based controls.
Let's say a company is using Microsoft Office 365 and wants to **block access to certain apps from unauthorized devices or external IP addresses**, as well as **secure access points on individual devices**.  

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**Case 1:**

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With network restrictions based on CASB solutions, James (Staff 1) will **only be offered access to Office 365 Apps**, such as Word, Excel, PowerPoint, and Teams, while **access to personal services like Gmail and personal Outlook email logins will be restricted**. 

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CASB will further strengthen these controls by implementing **IP restrictions**, allowing access to Office 365 applications **only from the corporate network**. So now James will only get access to Office 365 applications exclusively from a whitelisted IP address within the corporate network. Furthermore, using Office 365 restricted users policies will help ensure that specific users are restricted from performing certain actions within the Office 365 environment.

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With device restrictions, enforced alongside DLP solution, James will be prevented from uploading files to services such as WeTransfer and Dropbox. DLP will create policies that strictly allow access to Office 365 applications and block access to personal email services and file transfer platforms.

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![microsoft office 365 restrict user access case](/blog/assets/2024/microsoft-use-case-security-suite.webp)

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**Case 2:** 

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With network restrictions based on CASB solutions, Adelle's (Staff 2) profile is set up to allow access to all personal applications and services while **restricting access to Office 365 Apps from outside the office network**. CASB permits the use of personal email without any restrictions, ensuring a clear separation between work and personal use. Additionally, he is **restricted from creating Office 365 groups** or sending emails using their Office 365 accounts, further enhancing security and compliance measures.

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With device restrictions based on the DLP solution, Adelle will be **restricted from transferring files through work email** or Office 365 applications, while still allowing full access to personal services. 

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![microsoft office 365 access personal apps second case](/blog/assets/2024/microsoft-second-usecase-security-solution.webp)

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This strategic use of MS 365 CASB and DLP effectively manages and secures access based on user roles and profiles. The policies ensure that work-related resources are accessed appropriately, protecting sensitive information, while allowing personal use in a controlled and secure manner. Regular reviews and updates of these policies, along with user training and monitoring systems, help maintain compliance and quickly address any potential security incidents.

## Conclusion

Integrating CASB, DLP, MDM, and IAM solutions with Office 365 provides a comprehensive security framework that protects corporate data from unauthorized access and potential breaches. By implementing network-based and device-based restrictions, organizations can ensure that their sensitive information remains secure, whether accessed from within the corporate network or on authorized devices. For instance, using Office 365 restricted user policies, businesses can prevent unauthorized personnel from accessing critical data.

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We at miniOrange offer cutting-edge CASB, DLP, MDM, and IAM for MS Office 365. Our security solutions support tailored user profiles and enforce stringent access controls, allowing your business to safeguard digital assets effectively. 

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Whether it’s restricting access to Office 365 apps within a secured network, using Office 365 to restrict users from sending emails or blocking personal services on work devices, our solutions offer the necessary tools to maintain a secure and compliant digital workspace.

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Contact us at [info@xecurify.com](mailto:info@xecurify.com) to add multi-layer security to your Office 365 apps today!

## Additional Resources {#Additional Resources}

Check out more resources by miniOrange for cloud security.

-   [Google CASB](https://www.miniorange.com/casb/integrations/google-workspace)
-   [Atlassian CASB](https://www.miniorange.com/casb/integrations/atlassian-apps)
-   [Remote work security](https://www.miniorange.com/casb/solutions/remote-work-security)
-   [Hybrid work security](https://www.miniorange.com/casb/solutions/hybrid-work-security)
-   [Corporate/Office network security](https://www.miniorange.com/casb/solutions/office-network-security)


Microsoft Office 365 remains the go-to software for businesses due to its reliability and flexibility. But, with convenience comes risk. Discover how miniOrange secures your data on Office 365 with powerful CASB, DLP, MDM, and IAM solutions. Stop worrying about data leaks and keep your business thriving.

CASB for Salesforce Data Security, Compliance, and User Visibility

How To Comply With SAMA Compliance with CASB?

How to Secure Your Data on Microsoft Office 365 Apps?