Security Settings

Session Security
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Session Duration:
Active session timeout: [8 hours ▾]
Idle timeout: [30 minutes ▾]

Concurrent Sessions:
Max per user: [3 ▾]
Action when exceeded: [Log out oldest ▾]

Security:
☑ Require re-authentication for sensitive actions
☑ IP-based session validation
☑ Device fingerprinting
☑ Log all session activity

IP Access Control
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Mode:
○ Allow all IPs
⦿ Allowlist only
○ Blocklist

Allowed IP Ranges:
• 192.168.1.0/24 (Office Network)
• 10.0.0.5 (VPN Gateway)
[+ Add IP range]

⚠️ Be careful - this may lock out remote users

Data Retention Policies
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Conversations:
Keep for: [365 days ▾]
After expiry: ⦿ Archive ○ Delete

Messages:
Keep for: [365 days ▾]
Media attachments: [180 days ▾]

Logs:
Activity logs: [90 days ▾]
Audit logs: [7 years ▾] (compliance)
Error logs: [30 days ▾]

Deleted Data:
Hard delete after: [30 days ▾]
☑ Allow data recovery within retention period

GDPR Settings
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Data Processing:
☑ Log basis for data processing
☑ Require consent for marketing
☑ Honor "Do Not Contact" requests

Data Subject Rights:
☑ Self-service data export
☑ Automated data deletion requests
☑ Data portability (JSON/CSV)

Privacy:
☑ Pseudonymize personal data in logs
☑ Encrypt PII at rest
☑ Automatic data minimization

DPO Contact: [dpo@company.com]

Audit Log Configuration
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Log Events:
☑ User authentication (login/logout)
☑ Permission changes
☑ Data access (conversations, contacts)
☑ Data exports
☑ Configuration changes
☑ API calls
☑ Integration activity

Storage:
Location: [Amazon S3 ▾]
Retention: [7 years ▾]
☑ Tamper-proof logging
☑ Real-time replication

Alerts:
☑ Suspicious activity detected
☑ Multiple failed logins
☑ Unauthorized access attempts
☑ Large data exports

Permission Management
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Principle: Least Privilege Access

Review Cycle: ⦿ Quarterly ○ Annually

Permissions by Role:

Admin:
✓ Full system access
✓ User management
✓ Security configuration
✓ Billing access

Manager:
✓ Team oversight
✓ Analytics and reports
✓ Conversation management
✗ Security settings
✗ Billing access

Agent:
✓ Assigned conversations
✓ Contact management
✗ Team analytics
✗ System settings

Viewer:
✓ Read-only access
✗ Respond to conversations
✗ Edit contacts
✗ Access settings

Security Monitoring
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Active Threats: 0

Detection Rules:
☑ Brute force login attempts (>5 fails/hour)
☑ Impossible travel (login from different locations)
☑ Unusual API usage patterns
☑ Large data exports
☑ Off-hours access from new devices

Response Actions:
⦿ Alert security team
☑ Auto-block suspicious IPs
☑ Require 2FA re-verification
☑ Force password reset

Alert Channels:
☑ Email: security@company.com
☑ Slack: #security-alerts
☑ PagerDuty: On-call team

Security Posture
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Last Security Scan: 2 days ago
Next Scan: In 5 days

Findings:
✓ 0 Critical
✓ 0 High
⚠️ 2 Medium (remediation in progress)
⚠️ 5 Low

Patch Management:
☑ Auto-apply security patches
☑ Test in staging first
Emergency patches: Applied immediately

Penetration Testing:
Last test: October 2025
Next test: April 2026
Vendor: [Cobalt Security]

Incident Response Plan
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Incident Levels:

P1 - Critical (< 1 hour response)
• Data breach
• System compromise
• Ransomware

P2 - High (< 4 hours response)
• Account compromise
• DDoS attack
• Major vulnerability

P3 - Medium (< 24 hours response)
• Suspicious activity
• Minor vulnerability
• Policy violation

Response Team:
• Security Lead: security@company.com
• CTO: cto@company.com
• Legal: legal@company.com
• External IR: [Rapid7]

[View Full Incident Response Playbook]

Data Access Requests
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Self-Service Portal:
☑ Customers can request data export
☑ Customers can request data deletion
☑ Automated fulfillment (within 30 days)

Verification:
⦿ Require identity verification
Method: [Email verification ▾]
Additional: [Phone verification ▾]

Retention after deletion:
Legal hold: [30 days ▾]
Compliance logs: [Kept indefinitely]

API Security Settings
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Authentication:
⦿ API Keys
☑ OAuth 2.0
☑ JWT tokens

Rate Limiting:
Per API key: [1000 ▾] requests/hour
Per IP: [100 ▾] requests/minute

Allowed Origins (CORS):
• https://app.company.com
• https://dashboard.company.com
[+ Add origin]

Security Headers:
☑ Content-Security-Policy
☑ X-Frame-Options
☑ X-Content-Type-Options
☑ Strict-Transport-Security

API Key Management:
☑ Require key rotation every [90 days ▾]
☑ Revoke on suspicious activity
☑ Log all API calls