Who this is for

Built for all employees and contractors using SaaS applications for your organization work, including collaboration, CRM, development, AI, and file storage tools, whether [Orga…

Every section below is included in your download, summaries only shown here, not the policy text.

• —

  Document control

  Owner, version, review cycle, and approval fields ready to customize.

• 1

  Purpose

  Why this policy exists and the outcomes it supports.

• 2

  Scope

  Who and what systems, locations, and activities are in scope.

• 3

  Definitions

  Key terms defined in a table for consistent interpretation.

• 4

  Roles and responsibilities

  Accountability for executives, owners, managers, staff, and IT.

• 5

  Policy requirements

  Numbered, audit-ready controls you can adopt or tailor.

• 6–8

  Exceptions, monitoring, enforcement

  Exception process, review cadence, and consequences of non-compliance.

• 9–10

  Regional compliance and framework mapping

  US, EU, and global obligations plus mapped control themes.

• A–C

  Appendices

  Customization notes, document history, and approval signatures.

Requirement themes addressed, not the verbatim policy language.

• Use only SaaS applications approved through IT procurement and security review for…
• Prohibit storing confidential or regulated data in personal or unapproved SaaS accounts.
• Enable SSO, MFA
• Register SaaS usage in the application catalog with owner, data classification
• Review SaaS permissions and OAuth grants quarterly
• Offboard users from SaaS tenants promptly upon termination or role change.
• Report suspected shadow SaaS discovery to IT for risk assessment and migration or…
• Follow data export and deletion procedures when decommissioning SaaS tools.
• Train users on SaaS risks including oversharing, weak sharing links
• Violations may result in account suspension and disciplinary action per Acceptable…