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Access Control

Manage who can access what in WizChat.

Access Control Model

WizChat uses Role-Based Access Control (RBAC) at multiple levels:

  1. Account level - Who can access your account
  2. Team level - Who can access team resources
  3. Chatbot level - Who can access specific chatbots
  4. Document level - Who can access specific documents

Account Access

Single Sign-On (SSO)

Business plans can enable SSO:

  • SAML 2.0
  • Google Workspace
  • Microsoft Azure AD
  • Okta

Multi-Factor Authentication (MFA)

Enable MFA for additional security:

  1. Go to "Profile" > "Security"
  2. Click "Enable MFA"
  3. Scan QR code with authenticator app
  4. Enter verification code
  5. Save backup codes

Team Access

See Roles & Permissions for details.

RoleAccess Level
OwnerFull access, billing
AdminManage team, chatbots
MemberUse shared chatbots

Chatbot Access

Control who can access each chatbot:

LevelWho
Owner onlyJust the chatbot owner
TeamAll team members
Specific peopleInvited individuals

See Sharing Chatbots for details.

Document Access

Control access to individual documents:

LevelDescription
PublicAll chatbot users
AuthenticatedLogged-in users only
RestrictedSpecific email addresses

See Document Access Control for details.

API Access

API Key Permissions

When creating API keys, set permissions:

  • Read-only
  • Read-write
  • Full access

IP Allowlisting

Restrict API access to specific IPs:

  1. Go to "Settings" > "API"
  2. Click "IP Restrictions"
  3. Add allowed IP addresses
  4. Click "Save"

Session Management

Active Sessions

View and manage active sessions:

  1. Go to "Profile" > "Security"
  2. Click "Active Sessions"
  3. See all logged-in devices
  4. Revoke sessions as needed

Session Timeout

Configure session timeout:

  • Default: 30 days
  • Configurable per account
  • Immediate logout option

Audit Trail

Business plans include audit logs:

  • Who accessed what
  • When access occurred
  • What actions were taken

Access audit logs:

  1. Go to "Settings" > "Security"
  2. Click "Audit Log"
  3. Filter and search events

Best Practices

Principle of Least Privilege

  • Grant minimum necessary access
  • Review permissions regularly
  • Revoke unused access

Regular Reviews

  • Audit team members monthly
  • Review API key usage
  • Check shared chatbot access

Secure Practices

  • Enable MFA for all users
  • Use SSO where possible
  • Rotate API keys regularly