Identity & Access
Explore the offered possibilities for role based access control and identity management in our platform.
User Accounts
Sinch ID
Chatlayer is moving to Sinch ID, a unified Sinch sign-in experience that will gradually replace the current account system. The rollout is incremental: all new accounts now use Sinch ID, while existing users keep signing in as before. No action is required from existing users.
Signing in: Enter your email address on the sign-in screen. Chatlayer automatically detects whether your account uses Sinch ID or the classic login and redirects you accordingly.
New accounts: When you sign up or accept a team invitation, your account is created in Sinch ID. Password setup, password reset, and email verification are all handled through the Sinch ID sign-in screens.
Password policy & brute force protection: Sinch ID accounts follow Sinch ID's own password requirements and sign-in protection, which are managed and enforced by Sinch ID.
SAML SSO remains available and is unaffected by this change.
Password Sign-In (legacy)
Existing users who were created before the Sinch ID rollout sign in with their email address and password.
Our password policy is:
A minimum of 8 characters.
At least one lowercase character.
At least one uppercase character.
At least one special character.
Our platform is protected by a brute force detection system. We allow a maximum of 10 failed sign-in attempts before locking out the account. The lockout period starts at 1 minute and increments by 1 minute per lockout, up to 15 minutes.
Contact support@chatlayer.ai if you need assistance with your user account.
Other Sign-In methods
If you want more control over team access and user accounts and their sign-in methods we recommend setting up SAML SSO.
Team Access
Managing Team Members
In the Settings > Members module you can add or remove users from your team.
When you add a new user to your team, they will receive an invitation email to sign up via Sinch ID. The user appears as (pending) in the members list until they accept the invitation and complete sign-up. If the email already belongs to an existing Sinch ID user, they are added to the team directly without an invitation. Users who belong to multiple Chatlayer teams can switch between them using the team selector in the top left of the platform.
Team Member Roles
Team roles & bot access is only available in the Enterprise pack or higher. Want to upgrade? Get in touch.
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. A member's role cannot be edited after they are added. To change someone's role, remove the user from the team and add them again with the new role.
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:
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