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Policy Management

Policies are a vital part of the platform. They define the granular level access of the user on the platform. You can restrict the user access and maintain platform integrity with these policies.

Allowed operations that users can perform on the platform are:
  1. Create Policy
  2. Update Policy
  3. Delete Policy

Create Policy

  1. Proceed to the policy management page by either click on the policies card on the IAM Dashboard or IAM header.
  2. There are a few preconfigured base policies that are needed for the platform to function. These policies can also be used by users but are non-editable and are managed by the platform itself.
  3. On the Policies page click on Create Policy Button.
  4. From the list of modules, select the modules for which you need to create a policy.
    Multiple modules are allowed in a single policy.
  5. Select Module.svg
  6. Select the actions and resources for the policy.
  7. Policy Actions and Resources.svg
  8. Once done, update the name and description of the policy. Description is optional. And finally create the policy.
  9. Policy Name.svg
  10. Congratulations, you have successfully created a policy.

Update Policy

  1. To update a policy select the policy and from Actions dropdown click Edit.
  2. Edit Policy.svg
  3. Make the necessary changes to the policy and click on Update.
  4. You can get a summarised view of policy by clicking on the policy name. Here, you can check the policy details in the modal.
  5. preview-policy.svg

Delete Policy

  1. To delete a policy, go to the policies page. Select the policy to delete and from the actions dropdown click on the delete button.
  2. Delete Policy.svg
  3. If all the checks pass, then you can proceed with deleting the policy.
    (In case the policy is attached to any user then you will need to detach the policies from all the users before deleting the policy.)
  4. delete-policy-pre-check.svg

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