Create a rule - Fluid Topics - Latest

Fluid Topics Configuration and Administration Guide

Category
Reference Guides
Audience
public
Version
Latest

By selecting the New access rule button in the Access rules administration interface, users with the ADMIN or KHUB_ADMIN role can create a rule based on metadata to allow only some groups to access documents with this metadata.

To create an access rule, proceed as follows:

  1. Enter a rule name (optional).

  2. Enter a rule description (optional).

  3. Select the authorized groups.

    • When choosing Automatically bind metadata values to user groups with matching names, select the Metadata requirements, then select Save.
  4. Add the metadata requirements as follows:

    • Choose if the rule applies to documents matching all the metadata requirements or any of the requirements.
    • Add one or multiple metadata requirements.
    • For requirements with multiple metadata values, select if the rule applies to documents with any of the values or with all the values.
  5. Select Save.

  6. Select Apply and reprocess.

  • Metadata keys and values are case-sensitive.
  • If a document matches multiple rules, the less restrictive rule takes precedence over the others.
  • ADMIN and KHUB_ADMIN users can see all content, including documents for which content access rights have been configured.
  • It is possible to edit access rules by selecting the Edit icon. After editing a rule, select Apply and reprocess.

For Fluid Topics portals using the Legacy access rules screen, selecting Apply and reprocess activates the Enhanced access rules screen. This action deletes all the access rules configured in the Legacy access rules screen.