Logo Help Center

Rule permissions in Elvis 4 Server

Rule permissions in Elvis 4 Server

By default content is completely closed off for users. By using rules you open up access to content. A rule allows you to manage permissions based on folder(s) or on metadata or on both folders and metadata. This means a rule can contain zero or multiple folders and can contain a metadata query.

Note: Every individual rule assignment for a user opens up more content and functionality for the user.

Creating rules

Rules can be created via System > Manage Rules. The add and edit buttons open up the rule dialog to create a new or edit an existing rule.

Example of a folder-based rule:

Example of a folder-based rule

Example of a query-based rule:

A query-based rule

Note: Using wildcard queries in a query for setting up a Rule is not supported: they slow down searches too much and will affect every search done on the system.

Assigning rules

Rules can be assigned via System > Manage Rules or System > Manage Permissions.

A rule can be assigned to one or more users or groups. Rule permissions can be set per rule assignment, the available rule permissions are listed underneath.

Note: Be careful assigning view permissions to rules that only contain a query (and no folder). When you do this a user is allowed to view all assets, including those in other users' zones, matching the query.

PermissionsDescription
View Allows user to view content.
View preview Allows user to view content in ‘preview’ size.
Use original Allows user to view and use content in the original size, this permission is needed to be able to download, copy and check out original files as well as saving an older version in the history as a new file.
Edit metadata Allows the user to edit metadata of content, like modifying data in metadata fields.
Edit Allows the user to edit content with the help of check out/in, promoting versions or editing collections (like removing items from a collection) but also rotating an image.

Rename

Allows user to rename files or collections. To rename folders users need "Move" permissions, since it changes the location of all the containing files

Move

Allows user to move content, the user needs to have permission on both the source folder and the destination folder.
Create Allows user to create or import content or create folders or collections in the zone.
Delete Allows the user to delete content, versions of files and collections.

Tip: Applying rules to users affects the time it takes to do searches and get search results. Assigning a lot of rules or complex rules to a single user(group) will impact search performance for that user(group).

Note: Since Elvis 2.6 the "Move" permission became available. For backward compatibility the old way of determining move permissions is also still available, "Delete" permission in the source folder, and "Create" permission in the destination folder.

Some examples

  • Designers:
  • Can view content in the folder "Archive"
  • Can view, preview and create content in the folders "Images" and "Videos"
  • Get extra permissions in previous folders on content with the status "Production" Designer - rules

Example of setting up permission rules for designers

  • Editors:
  • Can view content in the folder "Archive"
  • Can view, preview and create content in the folders "Documents"
  • Get extra permissions in previous folders on content with the status "Production" Editor - rules

Example of setting up permission rules for editors

  • Photographers:
  • Can view content in the folder "Archive"
  • Can view, preview and create content in the folders "Images" and "Video" and edit their metadata

Example of setting up permission rules for photographers

Was this article helpful?
0 out of 0 found this helpful / Created: / Updated:
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.