Editing Rules

See Permissions for what permissions are necessary to perform actions with rules.

Editing Active Rules

When the Active version of a rule is edited, the current version remains active and a new draft version is created.

To edit a Rule with a state of Active:

  1. From the Rules table, select the rule you want to edit.
  2. In the Rule profile page, click Update Rule. A new version of the active rule is created and a new draft is added to the Draft Versions tab.
  3. In the Rule wizard, make the changes you want.
  4. Click Simulate to display a graph of the results of the rule's current configuration.
  5. Click Save to save and activate it.
  6. The edited rule becomes the active version of this rule and is displayed in the rule's Profile page. The previously active version is assigned a state of Inactive.

Editing Draft Version Rules

To edit a Rule with a state of Draft:

  1. From the Versions tab, hover on the rule you want to edit and click Edit.
  2. In the Rule wizard, make the changes you want.
  3. Click Simulate to display a graph of the results of the rule's current configuration.
  4. Click Save to save and activate it.
  5. The edited rule becomes the active version of this rule and is displayed in the rule's Profile page. The previously active version is assigned a state of Inactive.

Editing Rules and Working with Draft Rules

A rule must be in Draft mode to edit it.

  • Click Update Draft to save changes to the rule and save them in the draft version.

  • Click Delete Set to remove a complete connection and all the configured entitlements. Click X (visible on hover) next to a specific entitlement to remove just that specific entitlement.

Impact- number of users fit the rule / number of users in the permission account Marginal impact- number of users fit only that specific rule (and no other rule that gives that same permission) / number of users in the permission account Precision- Number of users that fit the rule and has the permission / Number of users who fit the rule