Managing Access Policies

Viewing the details of an access policy

• Step 1: Navigate to your instance of Publisher and click "Access Policies" menu in the side navigation bar.

The Public and Registered are already included in Publisher.

Select "Access Policies" on the left-hand side

• Step 2: Click on the row of your selected policy. Alternatively, click the "Actions" menu and selection "View Policy" to view the details of the access policy.

Click Actions > View Policy

The Access Policy's detail page consists of the following tabs:

• The Allow List tab displays all the emails that have access to collections this policy

• The Collections tab shows which collections use the policy and for which services it is enabled

• The About tab allows you to change the policy name and enable/disable access requests

Note: The Public and Registered policies only have the Collections page available to them.

Updating Emails in Allow List tab

To replace the list of emails entirely, please see the Edit Policy section of this page.

You may edit or delete individual email addresses by selecting "Actions > Edit/Delete email".

Options available under the Actions menu

Editing an existing email

To add more email address without changing the exiting list of email addresses that are added, click "Add Email Addresses" on the Allow List page and then click "Save".

Adding more emails to the Allow List

Change Policy for a Collection Service

• Step 1: On the access policy details page, select the Collections tab.

Click the "Collections" tab

• Step 2: You will see list of collections and services using this access policy. For a particular collection, you can click "Change Policy" link to change the access policy.

Click "Change Policy" for the collection you want to update

• Step 3: On the collection's sharing tab, you can set appropriate access policies in the access policy dropdown for each service. See how to set access policies here - Set Access Policies.

Services in a collection's sharing page

Access Policy About Page

On the access policy details page, select the About tab.

Click the "About" tab

On the About page, you can edit the name and access request details of the selected Access Policy. Remember to click "Save" to not lose your changes.

Edit the Policy name and access request details

Edit policy

Note Only controlled access policies are editable.

• Step 1: Go to the Access Policies overview page, choose the controlled access policy you want to view by clicking on the "Actions > Edit Policy".

Click the Action > Edit Policy button

• Step 2: Update the policy name, update your email addresses, and your access request settings. (See our Create an Access Policy page for more in-depth details.)

Edit the details of the policy

• Step 3: Click "Save Policy" to save changes.

Delete a policy

There are two ways of deleting access policies:

Method 1: From the Access Policies overview page:

• Step 1: On the Access Policies overview page, click "Actions > Delete Policy" option of the controlled access policy you want to delete.

Click the Actions > Delete Policy button

• Step 2: Click "Delete" on the dialog.

Click "Delete" in the popup dialog

Method 2: From a policy's detail page:

• Step 1: On the Access Policies overview page, click "Actions > View Policy" option. Alternatively, click anywhere on the row of the chosen access policy.

Click Actions > View Policy

• Step 2: Click the trash icon in the top right corner.

Click the trash icon

• Step 3: Click "Delete" on the dialog.

Click "Delete" in the popup dialog

Error deleting a policy

If you encounter an error while deleting a policy, it means that the policy you are deleting is associated to one or many collection services, and therefore, you must reassign the access policy to some other policy before trying to delete the policy again.