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Creating a new policy

Pre-requisites

For creating a policy, ensure that you have tenantadmin role assigned.

Creating a new policy

To create a policy, proceed with the following steps:

  1. In the "Settings" application, click "Policies" tab in the left navigation.
  2. Click "Create Policy".
  3. Enter the policy name and description.
  4. Click "Create policy".

create policy

Assigning users or user groups to the policy

To assign users or user group to the created policy, proceed with the following steps:

  1. In the "Policies" screen, select the policy for which you want to assign users or user groups.
  2. To add users, click "Add users" and to add user groups, click "Add user groups".
  3. In the "Edit assignment" window, select the users/user groups to be assigned to this policy and click "Next".
  4. Click "Save".
  5. To activate the policy, click activate.

The selected users/ user groups are successfully added to the policy.

Adding rules to the policy

To add rules to the policy, proceed with the following steps:

  1. In the "Policies" screen, select the policy for which you want to add rule.
  2. Click "Add rule".
  3. In the "Resource selection" step, select Assets, IDL Folders or Resource groups and click "Next".
    resource-selection
  4. In the "Rule Details" step, select the propagation depth and click "Next". The available options are: "Only selected", "Direct children" and "All children".
    rule details
  5. In the "Actions" step, select the required actions that needs to be enabled for the assigned users/user groups.
  6. Click "Save".
    save

The policy needs to be activated for it to be available for the assigned users/user groups with the configured rules. For steps to activate the policy, refer Activating or deactivating a policy.

It is possible to edit or delete the policy by clicking "Edit" and "Delete" button respectively.
For more information on policies, please refer to Resource Access Management.


Last update: January 22, 2024