Single Sign-On (SSO) offers the highest level of security for your documents and can be further strengthened with advanced viewer options. These options allow you to control access to your documents based on your organisation's SSO user attributes.
User attributes provide a way to describe your organisation's users, helping you understand who they are and what they do. For example - a common attribute is "Department", which may include values like "Support ", "Finance" and "Development".
Benefits
- Increased level of security.
- Effortlessly handle group access.
- No need for time-consuming manual user updates.
- Ensure accurate access at all times.
Scenario
Imagine an employee hub filled with company policies tailored for different departments. To make sure only the right people have access to the right information, you can create unique security rules using SSO along with specific attributes.
For example, using "United Kingdom" as the Country attribute and "Finance" as the Department attribute, will ensure only employees assigned those details can view the Finance Policies for the UK office.
Configuration
To use advanced viewer options, your IT team will need to ensure the required attributes are passed through in your SSO. A list of all attributes and their values will then need to be sent to our support team to configure. Download our attributes template.
If you undergo a restructure that results in changes to your organisations user attributes, please contact our support team, as a new configuration will be required to ensure your access management is up to date.
Creating a new security rule
Once the configuration has been set up, you can start creating custom security rules!
- Select 'Documents' from the main menu, followed by 'Settings'.
- Select 'Security Rules'.
- Select 'Add' to create a new security rule.
- Enter a clear and concise name into the Name field - for example 'UK Finance team'.
- Select the 'SSO' tab and ensure your organisations SSO configuration has been selected.
- Use the 'Add' button to start creating access rules using your organisations attributes.
Access Rules
Creating an access rule is a simple, straight-forward process.
- Enter a name for the rule.
- Click on an Attribute in the 'Attributes' column.
- Click on the value(s) that you wish to use in the 'Attributes Values' column.
- Select the green arrow to add at attribute.
- Once you are happy with your rule, select the 'Save' button.
Adding an 'OR' condition
To incorporate 'OR' conditions, simply add another access rule. This enables you to broaden the criteria for your security rule as needed.
Editing an access rule
If you need to amend or delete an access rule, select the 'Edit' option.
Applying a security rule
After successfully creating and saving your new security rule, you can easily apply it to the relevant document(s) as needed.
Learn how to how to apply a security rule to a document.