Policies

With Policies you can control user permissions and manage all access according to your company’s security needs and policies. You can have greater control, limiting the actions and privileges to the resources available in your Sensedia products.

The rules are applied for each user, ensuring that resources are only accessed by those who have the appropriate permissions to do so.

These policies can be assigned to a user when you create or edit that user.

You can create and edit your policies as shown below, or you can use the default policies.

The main page Policies shows a list of existing policies. In addition to the policy name, you can see the description (when there is one) and the products the policy applies to.

Editing a policy

To edit a policy, enter Main menu  Policies. In the list of policies, look for the policy you want to edit and click on it. You will be directed to a new page, which has two tabs: PERMISSIONS and USERS.

The PERMISSIONS tab lists the permissions assigned to the selected policy. From this tab you can:

  • search for permissions using a keyword;

  • edit policy name and description by clicking the EDIT POLICY INFO button;

  • delete a permission from a policy by clicking the icon of a blue trash can inside a circle button;

  • assign permissions to the policy by clicking the ASSIGN PERMISSIONS button.

The USERS tab shows a list of users who have the permissions associated with the selected policy. From this tab you can:

  • search for users using a keyword;

  • view the email, name, and status of the user;

  • remove a user from this policy (remove the permissions related to this policy for this user);

  • assign one or more users to the selected policy (see below).

Some exceptions apply for the Super Admin policy. Please refer to table below.

Assigning users to a policy

To assign a user to a policy, after you have clicked on the policy name on the Policies main page, click on the USERS tab.

This tab shows a list of users who are associated with this policy.

Click ASSIGN USERS to assign users to the selected policy. A modal screen will open, showing a list of users so you can select the ones that can have these permissions. After selecting one or more users, click the SAVE button to finish the user assignment process.

To remove a user from this policy, click the image of a blue trashcan icon in the REMOVE column. You need to confirm the action by clicking the DELETE button.

animation showing how to assign users to policy

Creating a policy

To add a new policy, click the New Policy button, represented by the + sign, located on the lower right corner of the Policies main page.

The process of creating a new policy has three steps, with a screen for each step:

  • OVERVIEW: enter a name (required) and description (optional) for the policy;

  • PERMISSIONS: select the permissions you want to add to this policy;

  • REVIEW: review the details of the policy you are creating.

When finished creating the policy, click the FINISH button.

To navigate between steps, click the corresponding step in the navigation bar (breadcrumbs) or click the NEXT button to advance.

The CANCEL button cancels the entire process.

animation showing how to create a new policy

Super Admin users

A user with Super Admin policy permissions can perform all available operations, however:

  • a Super Admin user cannot delete itself (i.e. it cannot remove its own Super Admin user);

  • only a Super Admin user can delete another Super Admin;

  • no user can edit the Super Admin policy permissions.

Remove its own user

Remove (another) Super Admin user

Remove regular user

(except own user)

Edit or delete Super Admin policy

Create, edit, delete default policies

Create, edit, delete policies

(except Super Admin and default)

Super Admin

no

yes

yes

no

no

yes

Regular user

no

no

yes

no

no

yes
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