pbac-create-policy

Follow these steps from the resource settings panel.

Step 1. Open the resource settings

Navigate to the resource (for example, a Custom Dashboard). Open its settings from the settings icon or more actions menu, then scroll to the Access policy section.

Step 2. Set general access

General access controls the default access level for everyone in your team. Select an access level from the dropdown — for example, Dashboard: No access or Dashboard: View. Available options differ by resource type.

Step 3. Add target group rules (optional)

Override the default for specific groups:

1. In the Add groups to define a rule field, search for and select one or more groups.
2. Set the access level for those groups using the action dropdown.
3. To add another rule, select + Add.
4. To remove a rule, select the remove icon next to it.

Step 4. Configure policy access (optional)

To control who can view or edit the policy configuration itself, toggle on Show advanced. This reveals a Policy column next to each rule, including the general access row. Set the policy access level for each row as needed.

Step 5. Save your changes

Select Save to activate the policy. To restore the default policy configuration, select Reset.