Security & Trust
Security at Sonaflo
Brand-lift data is some of the most sensitive performance intelligence your business owns. Sonaflo is built to protect that data, keep tenants separated, and give every stakeholder confidence that the right people see the right information at the right time—no more, no less.
Defense-in-depth by design
Sonaflo follows a layered security model: hardened infrastructure, tenant-aware application logic, strict access controls, and auditability at every important step of the brand-lift lifecycle.
Tenant isolation for every org
Agencies, advertisers, publishers, and vendors all operate in their own logically isolated “tenant” spaces. Data is scoped to the correct organization and teams so your clients never see anyone else’s work.
Visibility you can explain
Role-based access, template-level controls, and detailed audit trails make it easy to answer the two questions that matter most: “Who can see this?” and “What changed, when, and by whom?”
Secure, multi-tenant architecture
Sonaflo is a multi-tenant platform built to keep one organization’s brand-lift programs logically separated from another’s, even when they share the same underlying infrastructure.
- Tenant isolation: Every organization (agency, advertiser, publisher, vendor) is modeled as its own tenant. Studies, templates, PO ledgers, and exports are all scoped to that tenant by default.
- Team-based scoping: Within a tenant, you can segment access by team—e.g., client pods, practice areas, or geo regions—so that data only surfaces to the people who actually work that book of business.
- Least-privilege defaults: Administrative tools are gated behind dedicated permissions. Most users see only the projects and tools they need to operate day-to-day.
- Controlled cross-tenant collaboration: When vendors or partners are invited into a workspace, they see only the data and exports explicitly shared with them, not your broader client list or pipeline.
Identity, authentication, and access control
Sonaflo puts strong identity and access management at the center of the product. The platform is built to align with the principles you’d expect from modern enterprise SaaS: least-privilege, separation of duties, and auditable changes.
Role-based access
- Dedicated roles for admins, client teams, analysts, vendors, and read-only stakeholders.
- Fine-grained capabilities for sensitive actions like exporting data, changing templates, or updating PO balances.
- Template-level ACLs so only approved roles can use or modify specific decks and reporting frameworks.
Authentication & org structure
- Organization and team structure mirrors how you actually run the business, so users land in the right context by default.
- Domain-based account logic so work accounts, not personal inboxes, own access to sensitive brand-lift data.
- Clear separation of responsibilities between platform administrators, client owners, and vendor users.
Data protection and privacy
Sonaflo is designed to minimize risk around the data we handle: aggregated brand-lift results, survey designs, PO references, and reporting templates. The goal is to treat those assets as confidential, high-value IP and protect them accordingly.
- Minimal PII by default: Sonaflo focuses on aggregated brand-lift outcomes and study-level metadata, not raw respondent-level identifiers.
- Controlled inputs: Vendor uploads and Backfill™ jobs flow through validation steps to ensure data is structurally sound and mapped only into the studies and templates you authorize.
- Export controls: HTML, CSV, PDF, PPTX, and DOCX exports respect the same access rules as in-platform views so reports don’t “leak sideways” to the wrong teams or tenants.
- Vendor separation: When multiple vendors participate in Fusion or LiftSync workflows, Sonaflo keeps each vendor’s raw inputs segmented while still enabling aggregated, client-facing rollups.
Operational security and reliability
Behind the UI, Sonaflo is instrumented with operational checks so teams can see at a glance that imports are running, exports are completing, and key services are healthy.
- Ops Surface: A dedicated operational dashboard surfaces key service health indicators, import status, and export queues, helping admins spot issues before they affect clients.
- Audit logging: Sensitive operations—like Backfill jobs, PO charges, template changes, and lifecycle events—are logged with timestamps and initiators.
- Webhook reliability: Webhooks use signed payloads and retry logic so integrations are more resilient to transient failures on the receiving side.
- Change management: Features are released incrementally with clear versioning so customers can align internal documentation and training with the Sonaflo roadmap.
Vendors, partners, and client confidentiality
Sonaflo is built for ecosystems: agencies, advertisers, publishers, and multiple brand-lift vendors collaborating on the same campaigns. Security controls are designed to preserve confidentiality while still letting you work together efficiently.
- Vendor invitation controls: Vendors can be invited into specific projects or workflows without gaining visibility into other clients or internal pipelines.
- “Auto-decline” protections: Vendors can decline invitations from specific clients and have those preferences respected platform-wide, without any punitive effects on their visibility elsewhere.
- Backfill™ safeguards: Backfill jobs validate vendor output before it’s promoted into normalized studies, reducing the risk of mis-mapped or incomplete data ending up in client-facing reports.
- Template governance: Sonaflo DeckMate™ and template ACLs ensure that client-approved layouts and language are preserved, even as vendors contribute data into the system.
Billing, PO ledger, and financial data
Sonaflo’s billing model is intentionally designed around purchase orders and pre-agreed commercial terms, keeping sensitive cardholder data out of the platform and giving finance teams clear line-of-sight into usage.
- PO-first model: Usage is tied to purchase orders and tracked in a dedicated PO Ledger so finance teams can reconcile Sonaflo activity against approved budgets.
- Guardrails on spend: Platform logic can prevent new charges when PO balances are exhausted, reducing the risk of accidental over-spend.
- External payment processors: Where card payments are enabled, they are handled by specialized payment partners; Sonaflo does not store card numbers in the platform.
- Exportable statements: PO statements and usage summaries can be exported and archived to fit into your existing financial controls.
Shared responsibility for security
Effective security is always shared. Sonaflo provides the tools and guardrails; customers bring their own governance, policies, and training. Together, we can ensure brand-lift data stays protected end-to-end.
What Sonaflo provides
- Tenant-aware architecture and strict access controls.
- Operational visibility into imports, exports, and key lifecycle events.
- Audit trails for sensitive changes.
- Integration points (API keys, webhooks) that support secure automation.
What customers control
- Which users and teams are provisioned within each tenant.
- How roles and template permissions map to internal responsibilities.
- What data is uploaded from vendors and where that data is shared.
- Internal security awareness, device hygiene, and incident procedures.
Security FAQ
Who inside Sonaflo can see my data?
Operational access is tightly limited. Internally, only a small number of authorized personnel can access production systems for support and maintenance, and access is driven by legitimate business need. Within your tenant, you control which of your own users, teams, and vendors can see specific studies, templates, and exports.
Can Sonaflo support our internal security review?
Yes. We’re happy to walk security, privacy, and procurement teams through Sonaflo’s architecture, controls, and roadmap so they understand how the platform fits into your risk model and compliance requirements.
How does Sonaflo handle incidents?
Incident response is treated as a first-class discipline. We maintain internal procedures for identifying, triaging, mitigating, and learning from security or availability events. Where customer data is impacted, we work directly with affected customers to communicate clearly and coordinate next steps.
Have deeper security questions?
If your team needs more detail about how Sonaflo handles identity, data protection, or integrations, we’re here to help. We can coordinate a technical review with your security, IT, and privacy stakeholders.