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Access: Exclusions

Amy Carr
Amy Carr
  • Updated

Exclusion Lists

An exclusion list overrides any other permissions to an entity (or group of entities) to ensure individuals cannot access an entity.  Once an individual is added to an exclusion list, even if the individual is granted access to an entity through a Access Group, the exclusion list will ensure the entity/entities on the exclusion list are removed from the individual's list of accessible entities.

 

Add a New Exclusion List

  1. Visit the Access Tab from the main navigation 
  2. Go to Exclusion List on the side navigation
  3. Click New
  4. In the Add Exclusion List enter the name of your new Exclusion List
  5. Click Create

 

Manage an existing Exclusion List 

  1. Select the Exclusion List you would like to manage 
  2. You will be prompted to the Access Page 
  3. Select Add
  4. In the Add New Exclusion modal, click on Add Exclusion 
  5. Select the User or User Groups you would like to exclude
  6. For each individual/User Group set the Role to grant the appropriate level of access to the Access Group(s)
  7. If required, set an Access Expiry Date.  Based on the access expiry date, user access will be revoked to the Access Group selected
  8. All individuals/groups of individuals will receive an email when granted access to an Access Group.  If you wish to NOT send an email, simply deselect the Send email invitation tickbox
  9. Click Add