Property management systems contain sensitive data—financial records, tenant personal information, banking details, and more. A security breach can result in regulatory penalties, reputational damage, and significant operational disruption. Yet many organizations haven't systematically reviewed their Yardi security configuration since initial implementation.
A comprehensive Yardi security audit identifies vulnerabilities before they become problems.
Why Security Audits Matter
Several factors make periodic security audits essential:
- Configuration drift: Security settings change over time as users are added, roles are modified, and requirements evolve
- Staff turnover: Former employees may retain unnecessary access, and institutional knowledge of security decisions gets lost
- Evolving threats: Security best practices change as new vulnerabilities and attack vectors emerge
- Regulatory requirements: Many organizations face compliance requirements that mandate periodic security reviews
- Insurance requirements: Cyber liability coverage increasingly requires demonstrated security practices
What a Security Audit Covers
Our Yardi Security Audit examines multiple dimensions of system security:
User Access Review
Analysis of all user accounts, including identification of inactive accounts, users with excessive privileges, and access patterns that don't align with job responsibilities.
Role and Permission Analysis
Review of security roles and their assigned permissions, identifying overly permissive configurations and separation-of-duties issues.
Sensitive Data Access
Identification of who can access the most sensitive data—bank accounts, SSNs, financial reports—and whether that access is appropriate.
Workflow Security
Review of approval workflows, payment processing controls, and other operational security measures.
Configuration Review
Assessment of system-level security settings, password policies, session management, and other platform configurations.
Common Findings
In nearly every audit, we find inactive user accounts that should be disabled, users with more access than their roles require, and security roles that have accumulated permissions over time beyond what's appropriate.
The Audit Process
Our security audit follows a structured process:
- Scoping: Understanding your organization, compliance requirements, and specific concerns
- Data collection: Extracting configuration data, user lists, and security settings
- Analysis: Evaluating findings against best practices and your specific requirements
- Documentation: Comprehensive report of findings with prioritized recommendations
- Review: Walk-through of findings and discussion of remediation approaches
After the Audit
The audit produces a prioritized remediation plan. We can help you:
- Implement recommended changes to security configuration
- Redesign security roles to follow least-privilege principles
- Establish ongoing monitoring and review processes
- Train staff on security best practices
- Document security policies and procedures
"Security isn't a one-time project—it's an ongoing discipline. Regular audits help ensure your security posture remains appropriate as your organization and the threat landscape evolve."
When to Audit
Consider a security audit when:
- You haven't reviewed security configuration in the past year
- You've experienced significant staff turnover
- You're preparing for compliance audits or insurance reviews
- You've expanded Yardi functionality or user base
- You have concerns about current security practices
Contact us to discuss your security audit needs. We'll help you understand your current security posture and take appropriate steps to protect your organization.