Dashboard
Enquiries & leads
Message-the-team leads
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Conversations
Every live concierge chat. Click a row to read the full transcript — all turns, tools invoked, and timings. Transcripts contain user-supplied free text; each view is recorded in the audit trail.
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Audit trail
Every authorised action — including views of personal data — is recorded here (who did what, when).
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Users & access
Staff accounts live in the UK FCDR Practitioner directory. Inviting a user provisions them (organisation link + the role’s access policy) and emails them an EnhancedDx activation link; the account stays pending and can’t sign in until they activate it. After that, sign-in is fully passwordless — they enter their email and a one-time code is emailed to them each time (no password anywhere). Sessions end after 5 minutes of inactivity.
Invite a user
Portal users
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Data rights
Subject access and erasure (UK GDPR) for one email address, across the UK FCDR (Patient/Consent records) and BigQuery (contact leads, NPS surveys). Admin-only; every action is written to the audit trail.
Subject access / erasure
Last result
System & data governance
Automated maintenance for the UK FCDR and chat-log retention. Admin-only; every action is written to the audit trail.
FCDR lead accounts
Recipient/donor lead records are compartment-scoped to the London Sperm Bank Organization at creation. This repairs any lead account missing that link or pointing at a stale organisation.
Chat-log retention & DLP archive
Chat logs older than the retention window are DLP de-identified and the anonymised copy written to the UK archive bucket (the originals are removed by the platform retention window).
Concierge login access (FCDR)
The concierge/registration FCDR client must be able to read & search Patient records or passwordless lead sign-in silently sends no code. If a client below shows a restrictive or missing access policy, Preview then Repair re-attaches a correct Patient/Consent read-write + Organization-read policy. After repairing, test concierge login. Every repair is previewed and audited.
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Website embed
Add the Concierge to a website with one snippet — a floating popup or inline. Only the allowed origins below may embed it or call the chat API; edits apply live (within ~60s, no redeploy). Every change is audited.