Security, privacy and operational boundaries

Apply least-privilege account access

Grant only View, Reply, Convert or Manage required for each staff member and account. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Administrators, security engineers and data-protection staffPermission: Administrator and security/compliance rolesModule v1.0.0 · 2026.07.30-r20.5

Jump to steps

Where to goAdmin Area → WhatsApp → Settings / Access Control / Audit Trail

Before you start

Verify the module is active and select the intended WhatsApp account before changing any operational record.
Use an account with the stated native CRM capability and per-account access.
Test with controlled customer/contact data before relying on live verification, email or CRM automation.

What you’ll accomplish

Grant only View, Reply, Convert or Manage required for each staff member and account. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Follow these steps

Go to Admin Area → WhatsApp → Settings / Access Control / Audit Trail.
Select the correct account, conversation, customer, staff member or session before you apply least-privilege account access.
Complete the visible fields and confirmation prompts exactly as described below.
Select the available action once and wait for its success or validation response.
Check the result in the operational record and, where applicable, in Audit Trail or the linked native CRM record.

Fields and options to review

Encrypted connector tokensEncrypted connector tokens

Loopback-only endpointsLoopback-only endpoints

Isolated per-account sessionsIsolated per-account sessions

CSRF-protected state changesCSRF-protected state changes

Permission-scoped media and historyPermission-scoped media and history

Rules the system enforces

The connector uses local linked-device WhatsApp Web and does not turn the CRM into a WhatsApp Business API client.
Normal administrators never need to reveal connector credentials or access authentication directories.
Account access, verified customer ownership and protected download checks are enforced server-side.
Grant only View, Reply, Convert or Manage required for each staff member and account.

How to confirm it worked

The requested action completes without a permission, validation, connector or native CRM error.
The selected account or conversation shows the expected state without changing another account’s data.
Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.

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