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Home > Business Settings > Creating and Managing Access Policies
Creating and Managing Access Policies
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Core > User Access > Access policies

1. Click on key icon to navigate to Access

Step 1 screenshot

2. Click on Access policies

Step 2 screenshot

3. The system will open a table with all the configured access policies

Step 3 screenshot

4. Click on Add new access policy to add more

Step 4 screenshot

5. Type in the new Policy name

Step 5 screenshot

6. Configure the pocily permissions

There will be two permission tabs. Brands and Access.
The Brands tab will have configurations related to the Brand level users. You can allow users to:
- Download exports.
- View and edit the controls section of Core v2 Brands level.
- View, export or explor the BI tool (Grow)
Toggle them on or off to enable or disable the permission.

Step 6 screenshot

7. Click on Access

Step 7 screenshot

The Access tab will have configurations related to the Access of Brand level users. You can allow users to:
- Add and edit access policies.
- Add and edit location groups.
- Add and edit users

-Add and edit access policies on users
Toggle them on or off to enable or disable the permission.

Step 8 screenshot

9. Click on Add access policy

The new Access policy will be displayed on the Access table and also as an option to be selected when adding a new user.

Step 9 screenshot

10. Click on eye icon to view or edit the Access policy

Step 10 screenshot

11. The system will open the view acces policy details sidebar and allow the user to edit the policy.

Step 11 screenshot

12. Click save changes to update the policy

Step 12 screenshot

13. To delete a Access policy, click the trash icon

Step 13 screenshot

14. Click on Delete access policy

Step 14 screenshot

15. If the Access policy has users assigned to it, the system will disable the delete optio.

Step 15 screenshot

16. Click on the eye icon on the Users colum to view the users that have the policy assigned to them

Step 16 screenshot

17. The user will open a sidebar with the list of users with that access policy assigned to them

Step 17 screenshot

Step 18 screenshot

19. To remove the search, just click cancel

Step 19 screenshot

 

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