Chatlayer Documentation
Get in touchAbout Chatlayer
  • Welcome
  • What's new
  • Send feedback
  • start quickly
    • Leadzy tutorial
      • 0. Introduction
      • 1. New bot, new block
      • 2. Understand your users
      • 3. Collect and display user input
      • 4. Steer the conversation with Conditions
      • 5. Empower your bot with Actions
      • 6. Set up a channel and publish your bot
    • Templates
      • Banking
      • E-Commerce Returns
      • E-Bike Shop
      • E-Scooter Support
      • Feedback
      • Find Nearest Location
      • GPT
      • 🆕Gym
      • Job applications
      • Knowledge base AI template
      • Lead generation
      • 🆕NPS
      • Restaurant
      • Retail
  • navigation
    • Analytics
      • Dashboard
      • Customers
      • Conversations
      • User flow
      • Intents
      • 🆕Funnels [Beta]
    • Bot builder
      • Flows
        • Canvas functionalities
        • Collaborate with team members
        • Manage your flows
        • 🆕[Beta] Export and import flows
      • Bot dialogs view
      • Translations
      • Events
    • NLP
      • Dashboard
      • Intents
      • Expressions
      • Entities
      • Train
      • NLP settings
      • Improve
    • Knowledge base AI
      • Add content to your KBAI
      • Build your KBAI flow
      • Use your KBAI source URL in a button
      • Use tags to limit your KBAI content
      • 🆕Use Tables to store your KBAI questions
      • 🆕Manage handover where KBAI is unsatisfactory
    • History
      • Conversations
      • Execution logs
      • Versions
    • Channels
    • Tables
      • Create a table with records
      • Column types
      • Operate on your records
        • Insert record
        • Update record
        • Retrieve record
        • Delete record
      • API
    • Settings
      • Bot settings
      • Offloading
      • Variables
      • Voice
      • Import/Export
  • build your bot
    • Conversation design
      • Plan your bot
      • Conversation design workflow
    • Flow logic
      • Blocks
        • Message
        • Condition
        • Collect input
        • Action
      • Go-to connections
    • 🆕Emulator
    • Tips & best practices
      • Route your flow depending on the time
      • Improve the Not understood block
        • How to create better not understood messages
        • Not understood counter
        • Not understood Google search
      • Go to previous block
      • Recognizing a returning user
      • Skip introduction message
      • Route your flow depending on the channel
      • Reuse flows
      • Connect two bots to each other
  • understand users
    • Natural language processing (NLP)
      • Basic NLP concepts
      • Detect information with entities
        • Match entities
        • Contextual entities
        • System entities
        • Composite entities
      • NLP best practices
        • Word order and diversity of expressions
      • AI intent booster
      • Train your NLP
      • Context
      • NLP import & export
      • Sentiment analysis
    • Languages
      • Supported languages
      • Make your bot multilingual
      • Change language within the conversation
  • set up channels
    • Add a channel to your bot
    • All channels
      • 🚨Facebook Messenger [Deprecated soon]
        • Facebook Admin Removal
        • Facebook Webview Whitelisting
        • Facebook Messenger API updates for Europe
      • 🚨Google Assistant [Deprecated soon]
      • Webhook
      • Web
        • 🚨Web V1 [Deprecated]
          • Customize web widget
          • Live example web widget
        • 🆕Web V2
          • 🆕From Web V1 to V2
          • 🆕Web V2 methods and options
    • Sinch Conversation API
      • Configure your Sinch Conversation API
      • 🆕 Make the most of RCS with Carousels
      • WhatsApp Business API
  • integrate & code
    • API calls
      • Configure your API integration
      • Advanced API features
      • V1 API Reference
      • Custom integrations 101
    • Code editor
      • [Example] Sending data to Airtable (POST)
      • [Example] Retrieving data from Airtable (GET)
      • [Example] Making SOAP requests
    • App integrations
      • Airtable
      • Freshdesk
      • Freshdesk Messaging
      • 🆕Gmail
      • Intercom
      • Mailgun
      • OpenAI: GPT-3, ChatGPT and GPT-4
      • Salesforce
      • 🆕Slack
      • Topdesk
      • Zendesk Support
      • Zendesk Sunshine (beta)
    • 🆕Expression syntax
    • Human handover & live chat
      • Sinch Contact Pro
      • #Interact
      • Genesys Cloud
      • Offloading Webhook
      • Salesforce Service Cloud
      • Sparkcentral by Hootsuite
      • Zendesk Chat
    • Chatlayer messages specifications
  • Publish
    • Publish your bot
      • Publish a flow
  • Analyze & maintain
    • Analytics definitions
    • Data retention
    • Maintenance
    • Session
    • Track events for analytics
  • VOICE
    • 🆕Send bot response as audio
    • Voicebots
      • Create a voicebot
      • Voicebot-specific actions
      • Test your voicebot
      • From chat to voice
  • access & support
    • Identity & Access
      • Single Sign-On (SAML SSO)
    • Billing & subscription
    • Get in touch
    • Chatlayer glossary
    • SaaS Regions & IP Ranges
    • Status
    • Debug your bot
      • No correct response
      • Collect input not working
      • Video isn't working
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On this page
  • Team Access
  • Managing Team Members
  • Team Member Roles
  • Bot access
  • User Accounts
  • Password Sign-In
  • Other Sign-In methods

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  1. access & support

Identity & Access

Explore the offered possibilities for role based access control and identity management in our platform.

PreviousFrom chat to voiceNextSingle Sign-On (SAML SSO)

Last updated 1 year ago

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Team Access

Managing Team Members

In the Settings > Members module you can add or remove users from your team and change their role within the organization.

When you add a new user to your team, they will receive an activation email to activate their new Chatlayer team. Users that already have an account and belong to another Chatlayer team will be able to switch between teams by using the icon on the top right in the platform.

Team Member Roles

Chatlayer.ai has a role-based access system that allows you to restrict specific bots for specific users, and give specific rights per bot.

A user can either be an admin or a member of the team. This can be changed by pressing the pencil in the Settings > Members module.

An overview of the differences between both roles:

  • Admins have access to all bots and can create or delete team members.

  • Members can only access OPEN bots or RESTRICTED bots to which they have access to. They cannot create or delete new team members.

Bot access

Bots can either be set as OPEN or RESTRICTED. An OPEN bot can be accessed by all team members. RESTRICTED bots can only be accessed by Admins and approved Members.

You can configure the access to your bot while you're creating the bot:

You can change the Bot Access configuration for an existing bot by selecting "Change Access" in the Bot > Settings > Bot Settings module:

Changing your Bot Access to RESTRICTED enables a new menu entry: Bot > Settings > Access. You can configure which team members have which access to the bot on this page.

A member can have one of five types of permissions to a RESTRICTED bot:

  • Edit: the member can change all intents, blocks and settings.

  • Read-only: the member can view the bot, but cannot change anything.

  • NLP-only: the member can change intents, expressions, entities, etc, but not blocks or settings.

  • Bot Builder: the member can see and edit everything except for the conversation history in DRAFT and LIVE.

  • Copywriter: the member can see everything, but can only change the translations (the responses of the bot) in the translations window.

Your access level to a bot can be seen on the "My Bots" overview page. Restricted bots will have a locked icon and, on that same line, you will be able to read your type of permission to it:

User Accounts

Password Sign-In

Users can sign in to Chatlayer by using their email address and password. Users can create an account or be invited to an existing team by an administrator. In both cases, a password should be set for the user account.

Our password policy is:

  • A minimum of 8 characters

  • At least one lowercase character

  • At least one uppercase character

  • At least one special character

You can reset your password by pressing the "Forgot Password?" button on the sign in screen.

Our platform is protected by a brute force detection system for sign-in attempts on user accounts. We allow a maximum of 10 failed sign-in attempts before locking out the user account from sign-in attempts. The lockout waiting period starts at 1 minute and increments by 1 minute, up to 15 minutes, every time a lockout occurs.

Contact support@chatlayer.ai if you need assistance with your user account.

Other Sign-In methods

Team roles & bot access is only available in the Enterprise pack or higher. Want to upgrade? .

If you want more control over team access and user accounts and their sign-in methods we recommend setting up .

Get in touch
SAML SSO
Switch teams by selecting the team from the "My Teams" menu in the profile dropdown