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Author a Purpose-Based Restriction Policy

Requirement and prerequisite:

Build the 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 Limit usage to purpose(s) in the first dropdown menu.

  3. In the next field, select a specific purpose that you would like to restrict usage of this data source to or ANY PURPOSE. You can add more than one condition by selecting + Add Another Condition. The dropdown menu in 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.

  4. Select for everyone or for everyone except. If you select for everyone except, you must select conditions that will drive the policy such as group, purpose, or attribute.

  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.

How-to guides

  • Create a project: To restrict access to data and associate your data source with a purpose, create a project and add the purpose and relevant data sources to the project.
  • Manage project purposes

Reference guides

Conceptual guide

Why use projects?