Skip to main content

​
Introduction:

Setting up effective permission policies is crucial for managing access control within your system. This article provides a comprehensive overview of actions you can perform when configuring permission policies, highlighting both policy and rule levels.
via Website
  1. Click the ≡ menu icon in the top left corner to access the Menu.
  2. Navigate to Settings > Permissions page.
Manage the permission policy Manage the permission policy
At the permission policy level, you have several key actions:

​
Edit policy title

  1. Select the permission policy, and click on the title to edit.Manage the permission policy

​
Edit usage - 

​
Usage: select another policy to include their rules in this policy.

See here to learn more about usage functions.
  1. Click the ⋮ button next to the title.Manage the permission policy
  2. Choose “Edit usage.”Manage the permission policy
  3. Select other policies to include their rules in this policy.
  4. Confirm with “OK.”Manage the permission policy
The used policy will be shown below. Manage the permission policy and you may also check the policy used by. Manage the permission policy

​
Hide & Unhide policy

 - The hidden policy cannot apply to a role directly. 
It can only serve as a building block for other policies.
  1. To hide, click the ⋮ button next to the title and select “Hide.”Manage the permission policyManage the permission policy
    The icon indicates which policy has been hidden. If it is concealed, it cannot be applied to team roles and serves solely as a foundational element for other policies.
    Manage the permission policy
  2. To unhide, click the ⋮ button and choose “Unhide.”Manage the permission policyManage the permission policy

​
Delete

  1. Click the ⋮ button next to the title.Manage the permission policy
  2. Choose “Delete.”Manage the permission policy
Note: Policies in use cannot be deleted.
Beware: Once deleted, it is no way to bring it back :)

​
Download

When confronted with the task of implementing the same permission policy in another project, you don’t need to start from scratch. Instead, streamline the process by exporting and importing permission policies. This approach not only saves time but also ensures consistency across projects. Click here to see a few points that you need to be aware of when downloading permission policies.
  1. Click the ⋮ button next to the title.Manage the permission policy
  2. Choose “Download.”Manage the permission policy
To Batch download -
  1. Switch mode from “Browse” to “Select.”Manage the permission policyManage the permission policy
  2. Click on items or use select all / deselect all buttons. Selected item(s) will be highlighted in grey.\ Manage the permission policy
  3. Press the Download icon to batch download.Manage the permission policy

​
Edit the conditions & options of rule

Conditions define the situation in which you are allowed to perform a certain action.
Options define the details of the action you are allowed to perform on a certain object view Understanding Permission Policies and Rules to learn more.
  1. Click to extend the rule and use the “Add Condition” & “Add Option” buttons to edit.Manage the permission policyManage the permission policy

​
Delete rule

  1. Click the ⋮ button on the right-hand side of the rule.Manage the permission policy
  2. Choose “Delete.”Manage the permission policy

​
Conclusion:

Effectively managing permission policies involves a combination of strategic organization and meticulous attention to detail. Whether editing policy titles, adjusting usage, hiding policies, or fine-tuning rule conditions, a well-structured approach ensures a seamless and secure access control system.