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Velaxe
AccessGuard — Authentication, Customer Identity, Consent, Notifications & App Authorization | Velaxe

AccessGuard

Configure communication preferences and consent

Set channel/purpose policy and record customer communication preference/consent evidence.

15 min Intermediate Compliance Operator, Messaging Administrator Updated Aug 23, 2026

Overview

Set channel/purpose policy and record customer communication preference/consent evidence.

Prerequisites

None.

Permissions required

profiles.view profiles.edit configure

Steps (4)

Estimated: 15 min
  1. 1

    Review the communication catalogue

    Messaging Administrator 3 min Back to top

    Confirm the AccessGuard channel and core-purpose catalogue used by the workspace.

    Tips

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    Validation

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    Success criteria

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  2. 2

    Set profile preferences

    Messaging Administrator 4 min Back to top

    Configure preferred channel/locale, channel allowance, do-not-contact, and pause state for the customer profile.

    Tips

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    Validation

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    Success criteria

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  3. 3

    Record consent evidence

    Compliance Operator 4 min Back to top

    Record channel/purpose status, source, lawful basis, wording/version, timestamps, and supporting evidence fields.

    Tips

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    Validation

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    Success criteria

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  4. 4

    Verify delivery authorization

    Messaging Administrator 4 min Back to top

    Create a notification recipient and confirm AccessGuard communication authorization uses the current preference/consent state.

    Tips

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    Validation

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    Success criteria

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About this guide

AccessGuard centralizes workspace authentication and customer identity. External websites can use the signed Bridge v2 proxy and JavaScript SDK for registration, login, verification, recovery, token refresh, profile management, protected media, and notification inbox operations.

Inside the workspace, AccessGuard owns users, sessions, verified identities, customer profiles, communication preferences and consent, approval state, KYC documents, risk flags, notification state, audience segments, application operation grants, delegation policies, and trusted context actions. Canonical capabilities are available through Handler and RCP, with selected operations available through Bridge v2.

Configured providers handle downstream delivery and human work: email, SMS, WhatsApp, voice, push, and case/problem operations can be delegated while AccessGuard preserves the identity, authorization, provenance, and customer-policy record.