Managing Access Policies
Last updated
Last updated
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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.
The Access Policy's detail page consists of the following tabs:
The Allow List tab displays all the emails that have access to services governed by this policy
The Access Requests tab shows users who have submitted access requests along with the status of each request. It is visible only when access requests are managed in Publisher.
The Collections tab shows which collections use the policy and for which services it is enabled
Note: The Public and Registered policies only have the Collections page available to them.
The Allow List page displays all users with access to services governed by this policy, along with users addition date, last active date, and Terms of Use acceptance status.
You may search and filter users by email, addition date, and Terms of Use acceptance status.
You may download the table content in CSV format by clicking the "Download" button. All filters will be applied to the downloaded content.
Click on the row to view user's history and details.
On the user details page, you can view the user's name, email, access request details, addition date, timeline of access request statuses, and the history of accepted Terms of Use versions.
Click on the row to "Edit Allow List" and add email addresses to the list.
Add email addresses separated by commas or newline characters of users you want to add to the allow list.
To replace the list of emails entirely, please see the Edit Policy section of this page.
The Access Requests page is visible only when access requests are managed in Publisher. The Access Requests page displays a list of access requests, including the user's name, email, submission date, and status.
You may search and filter access requests by email, submission date, and status.
You may download the access requests, including user responses to the access request form in CSV format by clicking the "Download" button. All filters will be applied to the downloaded content.
Click on the pending access request.
On the View Request page, you'll see the users responses to the access request form. You may accept or deny the request, and optionally provide comments which will be emailed to the user along with the decision.
Confirm and notify modal window will appear, showing the collections and services the user will have access to if you accept the request. Click "Yes, Notify" to accept the request.
You may 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.
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.
Note Only controlled access policies are editable.
Click on the "Edit Policy" button in Access Policy detail page.
Update the policy name, email addresses, and access request and terms of use settings. (See our Create an Access Policy page for more in-depth details.)
Click "Save" button to save changes.
On the Access Policies overview page hover over the policy you want to delete and click the trash icon.
Step 2: 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.
