Workflow

Security, privacy and operational boundaries

Protect linked-device sessions, tokens, customer evidence, uploads and tenant/account access while understanding the module’s supported WhatsApp boundary.

22 connected guidesLive filterPermission-aware instructions
22 guides
Category

WhatsApp Web Messaging

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Guide

Britixo WhatsApp Enterprise: complete how-to guide

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Guide

Understand the linked-device security model

The phone authorises a persistent WhatsApp Web device session that remains isolated per CRM account.

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Guide

Understand the no-Business-API boundary

The module does not use WhatsApp Business API, Cloud API, Meta Graph API or public Meta webhooks.

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Guide

Understand loopback connector protection

The private connector is intended for 127.0.0.1 and not for public Internet exposure.

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Guide

Understand encrypted connector-token storage

Random connector secrets are encrypted using the CRM’s supported encryption service before database storage.

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Guide

Rotate a connector token safely

Use the administrator-only internal rotation action only as part of managed repair; the connector configuration must be updated consistently.

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Guide

Understand why tokens are not shown in normal settings

Zero-touch preparation removes the need for staff to copy secrets, ports or URLs.

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Guide

Understand account session isolation

One account’s session, QR, event stream and runtime removal cannot intentionally remove another account’s session.

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Guide

Understand CSRF protection

Administrator form and AJAX state-changing requests require the current CRM CSRF token.

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Guide

Understand server-side permission checks

Menu hiding is not the only protection; each controller action rechecks native and per-account access.

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Guide

Understand protected media paths

Download endpoints validate account/contact access and constrain the resolved file to the managed upload root.

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Guide

Understand file-content validation

Uploads are checked by server MIME inspection and configured size rather than filename alone.

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Guide

Understand client-portal ownership checks

The signed-in contact can retrieve only verified conversations and media linked to that contact.

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Guide

Understand administrator customer-history scope

Staff history is filtered to accounts they can view.

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Guide

Understand verification email privacy

The raw email reply is not copied into audit context; a one-way hash supports evidence without unnecessary disclosure.

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Guide

Understand automated-message privacy

Audit/session event context stores identifiers and field lengths/results rather than duplicating raw customer replies.

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Guide

Understand profile-photo privacy

Only a remote URL may be stored and it can expire; the module does not promise a permanent local image copy.

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Guide

Understand retained compliance history

Soft deletion removes an account from operations but deliberately retains messages, verification and audit evidence.

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Guide

Apply least-privilege account access

Grant only View, Reply, Convert or Manage required for each staff member and account.

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Guide

Protect the connected phone and linked devices

Review WhatsApp Linked devices on the phone and unlink unfamiliar sessions immediately.

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Guide

Run a security verification checklist

Test unauthorised Inbox access, media IDs, portal ownership, CSRF, account isolation, audit redaction and loopback-only connector binding.

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