SaaS Security, Your Way: More Control. More Confidence

Jul 18, 2025

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With Grip's new Customizable Communication Templates and Workflow Exclusions, you now have more control over how SaaS security runs in your organization, down to the message, the workflow, and the exceptions that matter most.

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Every organization is different. Different users. Different apps. Different risks. That’s why we’re doubling down on customization, so you can make Grip work the way you work. This month, we’ve released two new features built around flexibility, clarity, and control:

Customizable Communication Templates

Security workflows only work if users engage. Processes stall if users don’t understand what’s being asked, or if the message doesn’t feel relevant. Now, you can tailor your messages to be branded, clear, and context-specific, without relying on support or external tools. Use our curated templates and body text suggestions, or create your own from scratch to customize communications for access justifications, password prompts, and more.

customizable communication template screenshot

With this release, you can:

  • Edit and brand the entire message—subject line, logo, body text, and more
  • Use dynamic fields to personalize messages by user name and email, app name, app category, and company name
  • Create multiple templates per use case (e.g., app justifications vs. password rotations)
  • Choose between Grip’s pre-built templates or your own customized version

Security messages should prompt action, and how it's framed makes all the difference. When the message is branded, clear, and contextual (“Hi Alex, we need to confirm your access to Salesforce for Q3”), response times improve significantly.

Whether you customize or stick with Grip’s curated templates, the goal is to help your users understand what’s needed and spark a timely response.

Workflow Exclusions

Automating security actions is powerful, but it requires precision. Efficiency is important, but not at the expense of control. That’s where Workflow Exclusions come in.

Workflow Settings Screenshot

This new feature gives you the ability to fine-tune exactly where your automations apply, and just as importantly, where they don’t. Because not every user or app should be treated the same way. Some roles are too sensitive. Some tools are too critical. And sometimes, exceptions aren’t just helpful, they’re necessary (or even required.) Like Bob in accounting, who really doesn’t want to get locked out of NetSuite at quarter-end. Or your CEO, whose access to Salesforce probably shouldn’t be auto revoked the day before an earnings call.

With Workflow Exclusions, you can keep automation running smoothly, without accidentally touching the people or tools that shouldn’t be in scope.

  • Exclude specific users, organizational units, or groups using labels
  • Exclude apps—by name, category, or label
  • Define exclusions per workflow, so there’s no ambiguity or unintended overreach
  • See all exclusions at a glance, with visual indicators in both the Workflow Summary and the Manage Workflows table

Workflow Exclusions give your team the confidence to automate guardrails customized to your business, your priorities, and your risk tolerance.

The Bottom Line

Security, and specifically automation, doesn’t have to be rigid to be effective. With Customizable Communication Templates and Workflow Exclusions, you now have more control over how SaaS security runs in your organization, down to the message, the workflow, and the exceptions that matter most. Because when security works your way, it actually works.

These updates are now live.

  • Already using Grip? Start customizing today or reach out to your customer success manager for help getting started.

The complete SaaS identity risk management solution.​

Uncover and secure shadow SaaS and rogue cloud accounts.
Prioritize SaaS risks for SSO integration.
Address SaaS identity risks promptly with 
policy-driven automation.
Consolidate redundant apps and unused licenses to lower SaaS costs.
Leverage your existing tools to include shadow SaaS.​

See Grip, the leading SaaS security platform, live:​