Channel and Integration Permissions

Types of Users

Polarity has four different types of Users:

1. Polarity Administrator

   1. A Polarity Administrator is considered a “super admin” within the Polarity system.  

   2. They can see everything and adjust settings for all Channels and Integrations, even when they are not given explicit access.

2. Channel Manager

   1. A Channel Manager can set permissions on a Channel.

   2. The User that creates a Channel is automatically made the Channel Manager.  That User has the ability to grant other Users or Groups permission to manage that particular Channel.  

   3. Channel Managers have Manager permissions on a specific Channel.

   4. Polarity Administrators can always manage a Channel’s settings.

3. Integration Manager

   1. An Integration Manager has the ability to adjust and Integration’s permissions, options, and cache settings.

   2. When an Integration is first installed, only Polarity Administrators can manage the Integration.  The Polarity Administrator then must explicitly grant Manager permissions to a User or Group in the Integration’s Settings.

   3. Polarity Administrators can always manage an Integration’s settings.

4. Polarity User

   1. A Polarity User is a normal User that does not have Manager rights over a Channel or Integration.

Channel Managers only have administrative permissions on Channels to which they have been granted that access.

Integration Managers only have administrative permissions on Integrations to which they have been granted that access.

Adding Users or Groups

To add new Users or Groups to a Channel:

1. Click on the Add Group/User button.  This will pull up a view where you can search for any Users or Groups you want to add.  

2. Search for the Groups and/or Users that should have access to the Channel and select them. 

3. Once completed click the Add button.

New Groups and/or Users that are added will be automatically listed on the permissions tab.

When new Users or Groups are first added, they are given read/write permission to the Channel by default.

Channel Permissions

Channel permissions are granted on a per Channel basis and can be set by a Channel Manager or Polarity Administrator. 

There are two different ways to assign Channel permissions.

1. When creating a Private Channel.  

2. Setting permissions after a Channel has been created.

To make a Group and/or User a Channel Manager or grant them Read Only access:

1. Navigate to the SETTINGS tab of a Channel and select Permissions.

2. In each section for a Group and/or User there will be a toggle to set Read Only and Manage. Select the toggle for the Group/User that you want to change permissions for.

Read Only prevents Users from adding annotations to the Channel but they will still be able to search the Channel and subscribe to it.

Manage gives the User or Group permission to modify Channel settings including permissions, clearing, and deleting the Channel.

Private Channels

When first creating a Channel, you can make it a Private Channel by:

1. Clicking on the toggle on the Create Channel screen.

2. Once a Channel is toggled to Private, an Access List input will appear at the bottom of the Create Channel screen.  Here you can search for the Groups and/or Users that you want to grant access to the Channel. 

3. Once you have selected the Groups and/or Users that should have access, click the Create Channel button to create the Private Channel.

Users added in this way will be granted read/write permissions to the Channel.

Public Channels

By default, when a Channel is created it is set to Public, so all Polarity Users will be granted access.

When creating a quick Channel from the Annotation Window, it is created as a Public Channel

Making a Public Channel Private

To set permissions on a Public Channel:

1. Navigate to the Channel page and click on the SETTINGS button for that Channel.

2. On the Permissions tab you will see the current permissions for the Channel.  Since the Channel is set to Public it will have the All Polarity Users Group and your own account listed.

3. To set the Channel to Private, remove the All Polarity Users Group and any other Groups or Users that have access to the Channel by selecting the Remove button under the action column.

The “All Polarity Users” Group is a special system Group that represents all Users on the Polarity instance.

Once removed, the All Polarity Users Group can only be added back by a Polarity Administrator.

Integration Permissions

A Polarity Administrator has the ability to set specific Groups and Users as an Integration Managers.

To set permissions on an Integration and or assign Integration Managers:

1. Navigate to the Integration you wish to update and click on Settings.

2. Once on the Integration settings page, click on the Permissions tab. 

3. To add a Group and/or User, click on the Add Group/User button.  This will bring up the Group/User view, where you can search for the Group and/or User you would like to grant permissions to the Integration.

Users and Groups listed under the permissions tab will be able to view and subscribe to the Integration.

 Administrators can also make Users/Groups Integration Managers by clicking on the Yes/No toggle under Manage.

When an Integration is installed for the first time, you must add Users/Groups to the Integration that you want to allow access.

By default, only Polarity Administrators can view and subscribe to a newly installed Integration.

See Integration Settings for more info about all the actions that an Integration Manager can take.