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      Managing Actions
      • 22 Sep 2024
      • 2 Minutes to read
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      Contents

      Managing Actions

      • Updated on 22 Sep 2024
      • 2 Minutes to read
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      Article summary

      Actions are related to Assets in that a user is granted or denied access to perform a specific Action on an Asset. The same user may be allowed to upload files to an internal data portal but be denied the right to upload files to an external data portal. In this example, the Action is upload and in one case, the user can perform the specified Action while in another instance, the user is denied permission to perform this action.

      Because Actions are defined in relation to an Asset, they are managed on the Actions tab of the Asset Type Settings screen.

      On the Actions tab, you can create, edit, and delete Actions that are used to define what a user can do with an Asset. Actions relate to the actions that an Identity can perform on or with an Asset. Actions could include any/all of the following:

      • Access an online web-based application
      • View, update, or delete information in a database
      • Upload files
      • Approve a loan application or request
      • Any Action can be defined in the Authorization Platform and then built into a Policy.

      Creating an Action

      To create an Action:

      1. In the Authorization Workspace, select the Assets & Conditions tab.
      2. In the Asset Types area, select the Asset Type for which you want to create an Action. The Asset Type Settings screen for that Asset Type is displayed.
      3. Click Actions. The Actions List is displayed.
      4. Click Create Action. The New Action screen is displayed.
      5. Enter an Action ID for the new Action. For example, Update.
      6. Enter a Value for the Action. The content entered in the Value field is the actual value sent in the authorization request or returned in the access decision for the Dynamic Authorization Service. For example, update. The Value field can also be used to define the masking instruction for masking policies in the SaaS Authorization Management.
      7. Select the Type of Action you want to create from the drop-down menu. Note that the option for defining an Action Type is available only when defining masking Policies for SaaS Authorization Management.
      8. Click Create. The Action is added to the list of Actions.

      Editing an Action

      To delete an Action:

      1. In the Authorization Workspace, select the Assets & Conditions tab.
      2. In the Asset Types area, select the Asset Type for which you want to edit an Action. The Asset Type Settings screen for that Asset Type is displayed.
      3. In the Action List, select the Action you wish to edit. The Action Details screen opens.
      4. Edit the Action (Action ID and/or Value) as needed.
      5. Click Save. The Action is deleted.

      Deleting an Action

      To delete an Action:

      1. In the Authorization Workspace, select the Assets & Conditions tab.
      2. In the Asset Types area, select the Asset Type for which you want to delete an Action. The Asset Type Settings screen for that Asset Type is displayed. In the Action List, select the Action you wish to delete. The Action Details screen opens.
      3. Click Delete Action. A confirmation message is displayed.
      4. Click Delete. The Action is deleted.
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