Security controls that support real workflows.
Reduce risk without slowing teams down. Cohessra uses role-based access and secure authentication patterns designed for practical, day-to-day use.
The highlights buyers and security reviewers typically check first.
Roles and permissions help ensure users only see what they should.
MFA-supported sign-in to reduce account takeover risk.
Practical controls to keep sensitive client context in the portal, not email.
Clear structure supports oversight and review of sensitive workflows.
Security principles that map to real controls.
A high-level overview for procurement and security review—written to be specific and avoid overpromising.
Access is designed around roles so teams can limit who can view or manage sensitive data and workflows.
Sign-in workflows can be protected with MFA where available, helping reduce account takeover risk.
We aim to keep data handling purposeful and limited to what is needed to deliver the service.
Role-based access control (RBAC)
RBAC helps organizations align permissions to responsibilities. Examples below are illustrative and may vary by deployment and configuration.
- Manage users, roles, and locations
- Configure billing settings
- View high-level operational health
- Create and manage invoices
- Monitor payment status
- Handle subscription-related workflows
- Use assigned workflows needed for daily operations
- Access client messages or scheduling where enabled
- Operate within assigned permissions
Protecting data in day-to-day use
Controls are designed to support secure, practical workflows—especially when messaging and attachments are involved.
Cohessra is designed to use encrypted transport and secure storage practices appropriate to the service. Customers can request additional documentation during procurement.
When file uploads and attachments are enabled, the goal is to keep sensitive sharing inside a controlled portal experience rather than inbox threads.
Role-based permissions and authentication controls help reduce accidental exposure and support accountability within teams.
Designed to support compliance programs
Many customers operate under industry or regional requirements. We aim to support compliance programs, but each customer is responsible for evaluating fit with their specific obligations.
Common security questions we can cover
If you’re gathering materials or preparing for a review, these are the topics teams typically ask about first.
How RBAC works, what roles can do, and how to keep permissions aligned to responsibilities.
Sign-in flows, MFA expectations, and the recommended setup to reduce account takeover risk.
How the portal keeps sensitive context out of email threads—especially for messages and attachments.
What documentation we can provide during procurement and how we scope requests to your deployment.
Need security materials for your review?
Book a demo and we’ll provide the right materials for your evaluation process.