💻 Environment/Context
- Account types & permissions
- External groups
- Download
In order for you to view and manage the user policies of account types, the Users > Can view account types and Can edit account types permissions must be enabled on your account.
In order for you to view and manage the user policies of external groups, the External group > Can view and Can edit permissions must be enabled on your account.
If you're unable to follow any of the steps below, kindly reach out to your admin or refer to the Account Type Permissions Overview article for more information.
❓ Issue/Question
- How to add user policies for my external group?
- How do I add policies for an account type?
👌 Resolution/Answer
-
Set a policy for an account type
- Go to
Configure>Users - Select the account type
- Go to the
Policiestab - Set the download and clip rules
- Click
Save policy
- Go to
-
Set a policy for an external group
- Go to
Distribution>External Groups - Select the external group
- Go to the
Policiestab - Set the overrides in the right-hand column
- Click
Save policy
- Go to
🔖 Notes
- An account type policy applies to all users with that account type by default
- If an external group has its own policy, it overrides the account type rules for that group, field by field
- This lets you control what content leaves the platform, and in what form, without managing permissions user by user
- What are User Policies?