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.

  • 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.

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".

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".

Change Policy for a Collection Service

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

  • 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.

Access Policy About Page

On the access policy details page, select 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 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".

  • 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.)

  • 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.

  • Step 2: Click "Delete" on the 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.

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

  • Step 3: Click "Delete" on the 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.

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