Security and Logs
Two-factor authentication, session timeout, data download, and logs showing who did what.
Why it matters
A CRM holds your customers’ phone numbers, emails, and conversation history. Protecting this data is both a legal responsibility (GDPR/KVKK) and a business necessity. This page describes the protection settings Chatmatic offers you.
Data & Security settings
Path: Settings → Admin Settings → Data & Security
Two-factor authentication (2FA)
In addition to the password, a code sent to the phone or email is required. Even if someone learns your password, they can’t get into your account.
If you turn on Require 2FA across the CRM, all employees must use it. Individual on/off is done from the Team Management page.
Session Policy
If a user does nothing for a set time, the session closes automatically. You set this duration (idle time). A short duration is recommended for shared computers.
Data Download
To download your company’s data in bulk:
- Open the Data Download tab.
- Select the data you want to download.
- Enter the one-time code (OTP) sent to your phone or email.
- When the file is ready, a download link is provided.
The code requirement is there to prevent unauthorized people from downloading all your data.
Advanced security settings are available if your plan includes the Advanced Security feature.
Activity Logs
An audit log showing what users did in the system.
Path: Settings → Activity Logs (admins only)
- Filter by user, IP address, and date.
- Click a row and use Action Details to see what changed.
When is it useful?
- “Who deleted this customer?”
- “Why was this record changed?”
- Investigating a suspicious login (an IP you don’t recognize)