This is a beta feature.
Beta features should be considered "in development" and may not be fully supported or complete. Beta features are available as a preview for testing purposes and may be unstable. They should be used with caution in production environments.
You can create a policy in the web app by applying a template with predefined rules.
You can create custom policies or edit the rules of a templated policy via the API. See the Skedulo Lens API Reference Guide for more information.
Create a new record access policy
- In the Skedulo web app, open Settings > Record access policies.
- Click Create Policy. This will display the Create a new record access policy modal.
- Provide a Policy name and Policy description for the new policy.
- Click Create to save your changes and create the policy. The details screen for your new policy is displayed.
When creating a policy from a template, the associated filtering rules will automatically be created with it.
Enable the policy
Created policies are Disabled by default. The policy and its rules will take effect after the policy has been Enabled. See Changing the status of a record access policy.