> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keldyn.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledgebase privacy

> How Knowledgebase limits what it collects, who can read indexed documents, and how to take content back out.

Knowledgebase is built to collect **as little as the job needs**, keep that copy inside your team, and let you take it back out. It does **not** inherit per-file or per-page permissions from Drive, Confluence, Notion, or Otter. The privacy control is what you choose to connect — and who in Keldyn is allowed to open Knowledgebase.

This page is for customers deciding what to index. Product setup for each source is on the connector pages.

<Note>
  Knowledgebase is available to **Keldyn admins** who also hold **Read
  organisational context**. Connecting a source is a Keldyn-admin action.
  External **Auditor** roles do not get this permission by default.
</Note>

## How privacy is preserved

<CardGroup cols={2}>
  <Card title="You choose the boundary" icon="folder-lock">
    Drive indexes one folder. Confluence indexes selected spaces. Notion
    indexes pages you share at consent. Otter indexes chosen channels. Until
    that choice is made, Keldyn indexes nothing — it does not fall back to
    "everything the account can see."
  </Card>

  <Card title="Read-only connectors" icon="eye">
    Keldyn never creates, edits, moves, or deletes files in Drive, Confluence,
    Notion, or Otter. Disconnecting only affects the Keldyn index.
  </Card>

  <Card title="Narrow collection" icon="filter">
    Only text that can be searched is kept. Spreadsheets, slides, images, and
    files over 25 MB are skipped. Otter audio is never fetched or stored.
  </Card>

  <Card title="Tight product access" icon="users">
    Indexed text is team-scoped. Only Keldyn admins with the dedicated
    permission can search or browse it. Credentials are encrypted and never
    shown again after you paste them.
  </Card>
</CardGroup>

<Warning>
  Once a document is in the index, any Keldyn admin on the team who can open
  Knowledgebase can read it. A Confluence page restricted to four people, a
  Drive file shared with one group, or an Otter meeting shared with three
  becomes readable to those admins. Only connect sources you are willing to
  make visible to them.
</Warning>

## Who can see indexed documents

| Gate                            | What it does                                                                                                                                                                                                |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Team**                        | Every knowledge row belongs to one team. Search never crosses teams.                                                                                                                                        |
| **Read organisational context** | A team permission. It is not implied by other read permissions.                                                                                                                                             |
| **Keldyn admin**                | Knowledgebase, the index browser, and AI Chat are admin-only while this is a prototype. Confluence, Notion, and Otter stay admin-only; Google Drive can be connected by anyone who can manage integrations. |
| **Auditor role**                | Does **not** include this permission by default. External auditors can review evidence without reading the organisational corpus.                                                                           |

There is no per-document access list inside Keldyn. Removing the unused permission-group field was deliberate: a column that stored share emails but never filtered reads would have looked like protection it did not provide.

**What you connect is the access boundary.**

| Source       | Boundary                                                          |
| ------------ | ----------------------------------------------------------------- |
| Google Drive | The folder or shared drive you select                             |
| Confluence   | The spaces you select                                             |
| Notion       | The pages you share with Keldyn in Notion                         |
| Otter        | The channels you allowlist, or an explicit whole-workspace opt-in |

Source-side restrictions inside that boundary — a hidden Confluence page, a Drive file shared with two people, an Otter conversation shared with the attendees — do not apply in Keldyn after the document is indexed.

## What is stored, and what is never fetched

### Indexed copies

These become searchable passages in your team's index:

* Org Library documents and use-case files you already keep in Keldyn
* Supported files under a connected Drive folder
* Pages (and supported attachments) in selected Confluence spaces
* Notion pages shared with the integration
* Otter conversation **text** from selected channels
* Manual notes typed into the index browser

Each indexed item is stored as the document text, a heading outline, and smaller passages used for search. Optional embeddings (numeric representations of those passages) stay in your database so meaning search can run without sending the whole corpus on every query. Library and use-case files already in Keldyn are referenced, not duplicated as a second upload.

### Read live, never copied into the index

Questions about the organisation itself — the profile, org chart, team roster, use case register, architecture summaries, audit rollups, and third-party register — are answered from the **current** Keldyn record. Those answers are not a snapshot from the last sync, and they are not written into the document index.

Audit engagements are reported as **counts** of controls by status, not as control titles, auditor comments, or evidence filenames. The third-party register is a one-line list unless the question names a vendor.

<Info>
  Live records are visible on the same Knowledgebase permission as indexed
  documents. That is a wider door than some of those records' own pages. Treat
  Knowledgebase access as access to a summary of the organisation, not only to
  uploaded files.
</Info>

### Never fetched or stored

| Source             | Never collected                                                                                                           |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------- |
| **Otter**          | Audio. Keldyn never calls the audio endpoint.                                                                             |
| **Google Drive**   | Write access. Sheets, Slides, images, video, and files larger than 25 MB. The rest of My Drive outside the chosen folder. |
| **Confluence**     | Write access. Spaces you did not select. Image-only attachments and files larger than 25 MB.                              |
| **Notion**         | Write access. Pages you did not share. Images, video, and embeds.                                                         |
| **All connectors** | The ability to change anything in the source system.                                                                      |

Integration credentials (OAuth tokens, Otter API keys) are encrypted at rest and returned to the app only as `[redacted]`. See [Data security](/data-security).

## Otter and personal data

Otter is the one source that routinely contains **identifiable people**, including people outside your organisation.

* Keldyn stores conversation **text** (summary, outline, insights, action items, notes, transcript) and meeting metadata (title, date, channel, speakers, Otter link).
* Participant and calendar-guest emails may be kept in metadata for attribution. They do not grant anyone access.
* You remain responsible for your recording-consent posture. The connect screen states this before you paste a key.
* Whole-workspace ingestion is a separate opt-in. Leaving channels unset indexes nothing.

Transcripts rank below written policy so a hallway disagreement does not outrank a signed-off document. That is a ranking rule, not an access rule — admins who can search can still open the transcript.

## Taking content back out

| Action                                              | What happens in Keldyn                                                                                         | What happens at the source                                                   |
| --------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| **Remove from index**                               | The file or folder is excluded and its passages are deleted. Later syncs skip it.                              | Nothing. The item stays in Drive, Confluence, Notion, Otter, or the Library. |
| **Unshare, move, archive, or delete at the source** | The next complete sync unpublishes it. It stops appearing in search. A citation already issued still resolves. | Whatever you did there.                                                      |
| **Disconnect the integration**                      | That connector's documents are unpublished. Credentials are removed.                                           | Nothing is deleted. Reconnect and sync to restore the index.                 |
| **Clear every Otter channel**                       | Indexed transcripts are unpublished on the next poll.                                                          | Meetings stay in Otter.                                                      |

Unpublish keeps enough of the row that an old citation can still resolve during an audit. It is not a way to hide a document from people who already have the link; use **Remove from index** when you need the passages gone.

## What we ask you to decide

1. **Connect only sources that your Keldyn admins should be able to read.** The folder, spaces, pages, or channels you pick are the only sharing decision Keldyn will honour.
2. **Keep restricted or personal material out of that boundary** — or remove it from the index after the fact.
3. **Treat Otter channel choice as a personal-data decision**, not only a coverage decision.
4. **Grant Read organisational context only to people who should search the corpus.** It is a dedicated permission so you can leave it off for auditors and custom roles.

## Related

<CardGroup cols={2}>
  <Card title="Knowledgebase" icon="book-search" href="/knowledgebase" arrow={true}>
    How search, browse, ranking, and sync work.
  </Card>

  <Card title="Google Drive" icon="hard-drive" href="/integrations/google-drive" arrow={true}>
    Folder boundary, read-only scopes, and skipped file types.
  </Card>

  <Card title="Otter.ai" icon="mic" href="/integrations/otter" arrow={true}>
    Channel allowlist, text-only collection, and consent.
  </Card>

  <Card title="Security and privacy" icon="shield" href="/security-and-privacy" arrow={true}>
    Platform posture, encryption, and AI data handling.
  </Card>
</CardGroup>
