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Author a Row-Level Policy

  1. Determine your policy scope:
    • Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
    • Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.

  2. Select the Only show rows action from the first dropdown.

  3. Choose one of the following policy conditions:

    • Where user

      1. Choose the condition that will drive the policy from the next dropdown: is a member of a group or possesses an attribute.

      2. Use the next field to choose the attribute, group, or purpose that you will match values against.

      3. Use the next dropdown menu to choose the tag that will drive this policy. You can add more than one condition by selecting + Add Another Condition. The dropdown menu in the far right of the policy builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.

    • Where the value in the column tagged

      1. Select the tag from the next dropdown menu.
      2. From the subsequent dropdown, choose is or is not in the list, and then enter a list of comma-separated values.

    • Where

      1. Enter a valid SQL WHERE clause in the subsequent field. When you place your cursor in this field, a tooltip details valid input and the column names of your data source. See Custom WHERE Clause Functions for more information about specific functions.

    • Never

      The never condition blocks all access to the data source.

      1. Choose the condition that will drive the policy from the next dropdown: for everyone, for everyone except, or for everyone who.
      2. Select the condition that will further define the policy: is a member of group, is acting under a purpose, or possesses attribute.
      3. Use the next field to choose the group, purpose, or attribute that you will match values against.

  4. Choose for everyone, everyone except, or for everyone who to drive the policy. If you choose for everyone except, use the subsequent dropdown to choose the group, purpose, or attribute for your condition. If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.

  5. Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.

  6. For global policies: Click the dropdown menu beneath Where should this policy be applied, and select On all data sources, On data sources, or When selected by data owners. If you select On data sources, finish the condition in one of the following ways:

    • tagged: Select this option and then search for tags in the subsequent dropdown menu.

    • with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.

    • with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.

    • in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.

    • created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.

  7. Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.