How to Use the Custom Rule Permission

Within each Group permission it is possible to completely customise each area (module) of the platform down to specific Folders, Custom Pages and Databases (Briefs). 

While this is a very powerful tool, especially used when certain users are required to be in multiple groups or when group permissions overlap, it can also become quite challenging to configure for inexperienced users.

Custom permissions are governed by a hierarchy that if not configured correctly could create undesired outcomes due to conflicting rules.  

*Please note: If updates to user group permissions are required and you are unsure of the process, please contact your Account manager to arrange a discussion about how they can assist you in making the right changes according to best practice. 

Custom Rules

When setting up permissions for your group and assigning which modules that group can access, you have the ability to filter using a custom rule.

To use this feature go to Admin > Group, click on the applicable Group heading and select the Permissions tab. Select the module by either activating Access or Create permissions.

Within the Default Permission Rules column, clicking the Add button will prompt a dropdown menu to appear, allowing you to choose which custom rules you would like applied.

In the Content column clicking Details will open a new page with all configurable content for that area (module), e.g. for Resources this will display your Folders. This will display Custom Rules for content where (for Resources) you could select the access level for each of your Folders (including any sub folder, just click on the arrow to expand the selection).

If you do not want a group to access a specific resource do not select any of the 4 options. 

* Note that the name given to modules, features and information items may vary in your platform as they can be customised by Main Admin users.