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Insightly

Automated Tests
Table of contents

Overview

Scrut integrates with Insightly to bring in user access and configuration for CRM and related data. Use it for periodic access reviews and evidence that customer/pipeline data is governed through least-privilege permissions.

Why Connect

  • Govern CRM access to customer and pipeline data.
  • Support access reviews and role validation.
  • Reduce risk of unauthorized exports or edits.

Supported Automated Tests

Scrut provides pre-built automated tests for Insightly. Here are a few examples of Scrut’s Insightly tests:

  • Access reviews completed for all in-scope applications
  • Insightly accounts associated with users
  • Insightly accounts deprovisioned when employees leave

Supported Automated Evidence

Scrut automates the collection of some evidences for Insightly. Here are a few examples of Scrut’s Insightly-driven evidences that can be collected:

  • Administrative Access Accounts' Authorizations
  • Offboarding - Logical Access & Physical Access Revocation
  • Reports of User Access Reviews
  • User Access Approval list to Application, Infrastructure and Service
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