Edit a permission rule

Learn how to edit an existing permission rule in the Metadata Security application to update role-based access to resources and data in your Reltio tenant.

The Manage Security Config page in the Metadata Security application allows you to edit existing permission rules without manually modifying JSON configuration files or making API requests. You can update access permissions and rule conditions associated with an existing role.

To edit a permission rule, first follow the steps in To edit a permission rule to navigate to the Metadata Security application, select the required role, and locate the permission rule you want to modify.

After selecting the rule, follow one of these procedures based on the rule type:

Edit a Resource security rule
Edit a Data security rule
Edit a Source security rule

Prerequisites

Before you begin, make sure you meet the following requirements:

You have access to the Metadata Security application in Reltio Console.
You have selected the appropriate tenant and environment in Reltio Console.
You have identified the role and existing permission rule you want to edit.

To edit a permission rule

Log in to Reltio.
The Hub appears.
Select the Applications icon, and select Console.
The Console appears.
In the Security section, select Metadata Security.
The Metadata Security page appears, displaying the Manage Security Config feature by default.
Use the search field to find the required role.
Select the required role.
The existing permission rules for the selected role appear.
Select the tab corresponding to the permission rule you want to edit:
- Resource
- Data
- Source
- Hide attribute
Select the permission rule you want to edit.

To edit a Resource security rule

In the Edit permission rule dialog box, review the resource path and existing access permissions for the selected rule.
Edit the Access permissions as required.
Review your changes.
Select Save as draft.
The changes are saved as a draft and the Manage Security Config page appears.

To edit a Data security rule

In the Edit permission rule dialog box, review the resource path, existing access permissions, and filter criteria for the selected rule.
Make the required changes:
1. Edit the Access permissions.
2. Modify the filter expression in the Data filter field.
Review your changes.
Select Save as draft.
The changes are saved as a draft and the Manage Security Config page appears.

To edit a Source security rule

In the Edit permission rule dialog box, review the resource path, access permissions, and source conditions for the selected rule.
Make the required changes:
1. Edit the Access permission, if applicable.
  Source security rules support READ access only.
2. Select or clear the required sources.
3. In Match sources with, select one of the following options:
  - AND (all selected): Matches records that meet all selected source conditions.
  - OR (any selected): Matches records that meet at least one selected source condition.
Review your changes.
Select Save as draft.
The changes are saved as a draft and the Manage Security Config page appears.

To save your changes

Review your edits on the Manage Security Config page.
Select Save Changes.
The Save changes dialog box appears.
Review your changes and select Save.

Result

The updated permission rule is saved to your tenant's security configuration. The changes are reflected under the selected role on the Manage Security Config page.

Verification steps

Review the updated permission rule under the selected role on the Manage Security Config page to confirm that the access permissions and rule conditions reflect your changes. You can also use Roles on a resource or Record access to review the applicable permissions.

Unify and manage your data

Edit a permission rule

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