How to add a permission policy?

Created by Nicola Minty, Modified on Wed, 15 Nov, 2023 at 8:05 AM by LS

A Permission Policy forms the cornerstone of defining user rights, working collaboratively with Team Profiles and Teams to establish access parameters.


Each permission policy can have single or multiple permission rules. If there are common permission rules, you can create a basic permission policy and re-use it by adding it as usage to another permission policy.


via Website


  1. Click the menu icon in the top left corner to access the Menu.
  2. Navigate to Settings > Permissions.
  3. Press the + button to add a new permission policy.
  4. Enter the permission policy title and click OK to confirm.
  5. Afterward, click the + button in the bottom right corner to add rule(s).


Click to learn more about How to manage permission & Implementing Rules with Conditions: OR and AND



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