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A Permission Policy forms the cornerstone of defining user rights, working collaboratively with Team Profiles and Teams to establish access parameters. Customize Permission Policies to align with project requirements. Within each policy, multiple rules define specific actions within the system. For instance, adding the “Drawing” > “Create” rule enables users assigned to this policy to add new drawings to the project environment. Understanding Permission Policies and Rules Rules within a Permission Policy also include conditions and options: Understanding Permission Policies and Rules
Note that this is a high-level function and it’s optional to include conditions and/or options.

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Implementing Rules with Conditions: OR and AND

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Adding OR Conditions

Combine rules with the same attribute but different conditions using the OR logic, like: Read; Edit; Change Status w/ condition & option (A); Change Status w/ condition & option (B) This grants permission for both situations. Users can Read, Edit, and Change Status :
  • A: When the status tag is Draft, it is allowed to update to Any status only if Mandatory fields are filled;
  • OR
  • B: From Any status when it is Assigned to my team, allowed to change status to Any if Mandatory fields are filled.
Understanding Permission Policies and Rules
OR = Permission is granted in both situations

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Adding AND Conditions

A rule with different conditions applies permission using the AND logic, such as: Read; Edit; Change Status w/ condition + condition & option This grants limited permission. Users can Read, Edit, and Change Status only if: The status tag is Draft AND it is also Assigned to my team, it will be allowed to change status to Any if Mandatory fields are filled Understanding Permission Policies and Rules
With an AND, compliance with all conditions and options is required
If you’re unsure how to start setting up Permission Policies, find ideas and tips here.  For a detailed guide on designing organized Permission Policies, click here.
 Check the difference Between Process and Form Permissions, click here.