Access policies

Create a custom access policy (or choose a managed access policy), assign it to an access role, then assign the access role to your users.

Access policies are a crucial aspect of managing data access and usage within the MessageBird environment. They are a set of rules that either grant or deny access to specific areas within the software. By creating access policies, you can improve compliance and ensure that data is accessed only by authorized users.

There are two types of access policies:

• Managed access policies, created by MessageBird.
• Custom access policies that you can create yourself.

Managed access policies

Managed access policies are policies that have been created for you by MessageBird to make it easier for you to get set up.

These are the available manages access policies:

Policy	Description
OrganizationsReadOnly	Read-only access to all organizations and workspaces
FoundationsSupportHero	To provide Nest foundations support
OAuth2ClientCreate
InboxVariousResourcesDeleterPolicy	inbox: delete various resources
InboxVariousResourcesEditorPolicy	inbox: write various resources
InboxVariousResourcesViewerPolicy	inbox: view various resources
OrgSwitcherViewerPolicy	view workspaces, list
TouchPointsProjectViewerPolicy	view touchpoint projects, list and entity
BotEditorPolicy	edit bots
AgentProfileEditorPolicy	edit agent profiles
ConversationEditorPolicy	edit conversations
FeedItemsEditorPolicy	edit feed items list and entity
UsersViewerPolicy	view users, list
ConversationCreatorPolicy	create feed item conversations
BotViewerPolicy	view bots, list and entity
GroupViewerPolicy	view workspace contacts groups, list and entity
ConversationViewerPolicy	view workspace conversations, list and entity
ConnectorsViewerPolicy	view workspace connectors, list and entity
UserFeedViewerPolicy	view workspace user feeds, list and entity
FeedViewerPolicy	view workspace feeds, list, entity
TeamViewerPolicy	view workspace teams, list and entity
AgentViewerPolicy	view agent list and entity
ChannelViewerPolicy	view workspace channels, list and entity
PlatformViewerPolicy	view workspace platforms, list and entity
ComplianceManager	Manage approval flows and KYC forms
PaymentMethodsManager	Manage payment methods policy
FinanceManager	Manage finance
NumbersManager	Manage numbers and providers
ChannelManager	Manage connector templates
ProductManager	Manage products and pricing
SalesManager	Prepare new customers and assign custom pricing plans
AccessManager	Manage access to the platform
OrganizationFullAccess	Provides full access to everything in an organization
InvoiceViewer	View invoices per organization
KYCFormViewer
AllOrganizationsReadAccess

Custom access policies

You can create your own custom access policies by following these steps:

1. Go to your Organization Settings and click Access policies.

2. Click the Create custom policy button.

3. Enter a Policy name and a policy description.

4. In the "Definition" section, under Effect, select 'Allow' or 'Deny' from the drop-down. This will establish if the policy you are creating will 'allow' or 'deny' users access to specific users area of your organization.

5. Under Action, you define what action you are 'allowing' or 'denying' users from performing. Choose one of the following options from the drop-down:

   • any

   • view

   • create

   • delete

   • update

6. In the Resource field, define the URL of the area of the organization you are 'allowing' or 'denying' users access to. For example: /workspaces{workspaceId}/contacts.

7. You can add multiple definitions and resources to create more complex access policies by clicking Add resource or Add definition.

8. Click Create policy to create your custom access policy.

Using access policies

Once you have created your access policy, (or chosen which managed policies you want to use) you can assign it to an access role, and then assign the access role to a user.

This will ensure that the user only has access to the areas of the organization that you have specified in the access policy.