Security & Access Control

Keeping your ChannelX workspace secure means controlling who can do what, knowing what has happened, and reducing the chance of mistakes. This section covers the tools that help: a record of every significant action, fine-grained roles, single sign-on, and a built-in safeguard against two agents replying over each other.

Used together, these features give administrators a clear picture of activity, tight control over permissions, and a smoother experience for agents working the same queues.

Pages in this section

1. Audit logs — track who did what, when, and from where.
2. Roles & permissions — build reusable custom roles and assign them to teammates.
3. Agent collision prevention — stop two agents from answering the same conversation at once.
4. Setting up SAML — connect your identity provider for single sign-on.

Note

Several of these controls are aimed at administrators. Review them as a set when planning your workspace's security posture rather than enabling them piecemeal.