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Users shall see the following screen upon the successful execution of policies.

 


Authorizations

Users can view and edit community resource policies defined for the community, in the Authorizations tab. Users can create policies in addition to the standard policies created from the Assign Roles tab. Following are the key actions in this tab.

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  1. Manage Policies
     – Click on the Add button to create a new resource policy or select policies from the table, see further detail below.
     - Alternatively, click on the Delete selected button for a batch deletion of the policies.
  2. Edit policy and members in a policy – Click on the edit button to edit an individual policy or click on the group icon to edit the user group eg to add or remove individual ePersons.

Click on the Add button to create a new Authorization policy

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Users can enter the information to create the policy and click on the submit button. Please see the description of each field followed by the below screenshot.

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  1. Name: Enter the Policy name in this field.
  2. Description: Enter the Policy description here for future reference and understanding of other users.
  3. Select the policy type: The user can select one of the following policy classification types from the list
    1. TYPE_SUBMISSION: a policy in place during the submission
    2. TYPE_WORKFLOW: a policy in place during the approval workflow
    3. TYPE_INHERITED: a policy that has been inherited from a container (the community)
    4. TYPE_CUSTOM: a policy defined by the user during the submission or workflow phase
  4. Select the action type: The user can select one of the following actions from the dropdown list. For example, select “READ” to assign read rights to the user or user group.:
    1. READ
    2. WRITE
    3. REMOVE
    4. ADMIN
    5. DELETE
    6. WITHDRAWN_READ (disables item access)
    7. DEFAULT_BITSTREAM_READ
    8. DEFAULT_ITEM_READ
  5. Start date – end date: The user can select the start date and end date of the period for which the policy will be active, should they want to apply this policy for a fixed period only. If the start date is left blank, the policy comes into effect immediately.
  6. The ePerson or group that will be granted the permission: List of users/groups selected for granting permission under the policy
  7. Search for an ePerson / Search for a group: Select ePerson or group to add
  8. Search field: Enter keywords for searching the ePerson/Group
  9. ePerson/Group list: Click on the select button against the user/group you want to add to the policy
  10. Submit/Cancel button: Click on the Submit button to complete policy creation or click on the Cancel button to cancel the entire process.

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