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Read Rules

Purpose

Read rules determine which rows a user is allowed to see in the system and one row can have many rules. Read rules are the primary mechanism for enforcing confidentiality and data segmentation.

How Read Rules Work

A read rule is attached to a classification and is evaluated as follows:

Classification Result When True Rule Applies
true checked yes
false unchecked yes

When evaluated, the rule either:

  • allows
  • or denies access to the row

Deny always takes precedence.

Role Targeting

Read rules may:

  • Apply to specific roles
  • Exclude specific roles using Exclude Roles
  • Apply globally if no roles are selected

Configuring a Read Rule

  1. Open the classification
  2. Open context menu → Configure Read Rule
  3. Configure:

  4. Active – enables the rule

  5. Message – optional explanation shown when data is hidden
  6. When True – rule trigger condition
  7. Roles / Exclude Roles – role scope
  8. Save