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Chat privacy is protected by the access rules

What moves

Role permissions decide who can use or administer chat, support sign-in as another user is refused in chat, and sensitive role grants are recorded permanently.

Before you start

  • Chat in your plan
  • Chat and Calls in your plan

Step by step

  1. Assigns the Compliance officer role to a named person.

    You see:The person can open Compliance review.

  2. Records the grant permanently, and flags it if the administrator gave it to themselves.

    You see:Chat administration shows who holds the role.

  3. Platform administratorSecurity, Access & Compliance

    Signs in as an employee to help with a support problem.

    You see:The support session starts.

  4. Refuses every chat request made through that support session.

    You see:The employee's conversations stay closed.

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