Creating a security policy

  1. Select Portal > Security Policies.
  2. Click New policy.
  3. In the Add Security Policy dialog box, specify the name of the security policy.
  4. Define the rule for the security policy. Select a user property, role or functional role:
    Rule option Description
    Role or Functional role Use to define these rules:
    • Limit access to users assigned to a specific security role
    • Block access for users assigned to a specific security role
    • Limit access to users with security roles that start with certain characters
    User property Use to limit the access to users that match or does not match a specific value of the selected user property.
  5. Optionally, add more rules. Perform these steps for each rule:
    1. Click Add rule.
    2. Define the rule.
  6. Optionally, create groups:
    1. Click the three-dot icon next to the rule and then Move to group.
    2. To add more rules to the group, click the three-dot icon and then Add below.
  7. Decide how the rules are applied:
    1. Select All or Any in the Match rules field at the top for all groups and ungrouped rules.
    2. Select All or Any in the Match rules field for each group.
  8. Click Test security policy to ensure the security policy rules are valid.
  9. Click Save.