Social Media Security: The IT and Security Checklist

Social media is a critical business channel, but because these platforms sit outside enterprise identity systems, they bypass your normal security controls. IT loses visibility, access gets managed by hand, and attackers exploit accounts for fraud or brand damage. This 10-step checklist helps IT and Security teams bring corporate social accounts under the same governance as the rest of your identity stack, without slowing marketing down.

1. Centralize account ownership and visibility
Create a single source of truth for all corporate social accounts, tracking owners, purpose, users, and platforms to eliminate rogue or unapproved profiles.

2. Use corporate accounts, not individual ones, for access and recovery
Register every account with managed corporate credentials and align recovery to enterprise identity, so access never depends on a personal email or phone.

3. Strengthen authentication
Vault credentials, enforce phishing-resistant MFA, rotate passwords automatically, and delegate access so users never handle passwords or one-time codes.

4. Automate provisioning and deprovisioning
Tie social accounts to identity workflows: grant access at onboarding and revoke it instantly at offboarding.

5. Govern permissions with least privilege
Apply role-based access, grant only what each person needs, and review entitlements regularly.

6. Secure third-party integrations
Audit the apps connected to your social platforms, remove unused integrations, and restrict active connections to approved scopes.

7. Monitor activity and detect anomalies
Track logins and configuration changes across platforms and alert on suspicious behavior to catch misuse or compromise early.

8. Protect against shared credential risks
Stop storing or sharing passwords in spreadsheets, email, and chat. Use secure, delegated access so every user gets an individual, auditable path without ever seeing credentials.

9. Enable marketing with secure access
Automate access, enforce MFA, and remove manual credential handling so marketing can launch campaigns fast without sacrificing security.

10. Establish incident response and recovery procedures
Develop and test a plan for account takeovers, lockouts, or fraudulent spend, with clear roles, escalation paths, and recovery steps.

Doing this by hand across every platform and agency is where governance breaks down. Cerby automates the hardest steps, centralizing accounts, enforcing phishing-resistant MFA, rotating credentials, and provisioning and deprovisioning access as people join, move, and leave, so IT keeps control without becoming a bottleneck.

Prefer a version to save or share? Download the checklist as a PDF: Social Media Security: IT and Security Checklist (PDF)