Skip to main content

Configurations > Access Control

Updated this week

Introduction to Access Control

The Access Control screen allows you to control which users have access to what information on the Teramind Dashboard and what settings they are allowed to change.

1. Click the New Access Control button to create a new access control rule.

2. Click the Three Dots in front of a profile to access its context menu:

  • Select Edit Access Rule to view and edit the rule. You can also click an Access Control to edit it. Editing an access rule is similar to creating a new access control rule.

  • Select Archive to archive (delete) an access rule.

3. Click the Right Arrow icon to expand an Access Control and view the policies under it. Click the Down Arrow icon to collapse it.

Access Control Concepts

The diagram below explains the various concepts behind access control:

Access Control Rule

Creating a New Access Control Rule

When you click the New Access Control button from the Access Control screen, the Create Access Control screen will open:

1. Give the access control rule a name.

2. Enter a description (optional).

3. Click the Grant Privilege button to grant privileges to users and departments. When you click this button, a panel on the right will open:

a. Select employees/departments from the list.

b. Click the Submit button to save the privileges.

4. Click the Edit icon (under the Actions column) to edit a privilege. Editing a privilege is similar to granting a privilege.

5. Click the New Policy button to create an access control policy and add it to the access control rule. You can add as many policies as you need. When you click this button, a panel on the right will open:

a. Select a Policy Permission: View, Play, or Configure.

b. Click the Next button to continue to the next screen:

c. Select a group or resources from the list of resources (e.g., Pre-set dashboards, Other resources and reports, etc.). You can click the Down/Up Arrows to expand/collapse a resource group. When expanded, you can select specific resources. For example, if you expand the Pre-set dashboards group, you can then select individual dashboards such as Application & Website, Emails, etc.

d. You can see which resources are selected under the Choose the Resources to View field. From here, you can also select individual resources or remove them using the X button.

e. Click the Next button to continue to the next screen:

f. Choose target employees, departments, etc., from the Conditions to enable data from the Selected Resources list.

g. Click the Submit button to save the policy.

6. Click the Three Dots in front of a policy’s name to access its Context Menu:

  • Click the Edit Policy button to edit the policy. Editing a policy is similar to creating a new policy (see above).

  • Click the Remove Policy button to remove the policy.

Did this answer your question?