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.

Rules within a Permission Policy also include conditions and options:

• Conditions: Determine when a specific action is permissible.
  Options: Specify the details of allowed actions on specific objects.
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  • Implementing Rules with Conditions: OR and AND
    • Adding OR Conditions
    • Adding AND Conditions
      

Note that this is a high-level function and it's optional to include conditions and/or options.

Implementing Rules with Conditions: OR and AND

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;
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• OR
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• B: From Any status when it is Assigned to my team, allowed to change status to Any if Mandatory fields are filled.

`OR` = Permission is granted in both situations

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

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.