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Permission use cases

Permission use cases¶

Here are a few examples of sets of Policies that you can use to get some common permission configurations.

Enter Back Office¶

To allow the User to enter the Back Office interface and view all content, set the following Policies:

user/login
content/read
content/versionread
section/view
content/reverserelatedlist

These Policies are necessary for all other cases below that require access to the content structure.

Create content without publishing ¶

You can use this option together with Ibexa Experience's content review options. Users assigned with these Policies can create content, but cannot publish it. To publish, they must send the content for review to another User with proper permissions (for example, senior editor, proofreader, etc.).

content/create
content/edit

Use this setup with Ibexa Experience or Ibexa Commerce only, as Ibexa Headless does not allow the User to continue working with their content.

Create and publish content¶

To create and publish content, users must additionally have the following Policies:

content/create
content/edit
content/publish

This also lets the user copy and move content, as well as add new Locations to a content item (but not remove them).

Move content¶

To move a content item or a Subtree to another Location, the user must have the following Policies:

content/read - on the source Location
content/create - on the target Location

Remove content¶

To send content to Trash, the User needs to have the content/remove Policy. If content has more than one language, the User must have access to all the languages. That is, the content/remove Policy must have either no Limitation, or a Limitation for all languages of the content item.

To remove an archived version of content, the User must have the content/versionremove Policy.

Further manipulation of Trash requires the content/restore Policy to restore items from Trash, and content/cleantrash to completely delete all content from the Trash.

Caution

With the content/cleantrash Policy, the User can empty the Trash even if they do not have access to the trashed content, for example, because it belonged to a Section that the User does not have permissions for.

Restrict editing to part of the tree¶

If you want to let the User create or edit content, but only in one part of the content tree, use Limitations. Three Limitations that you could use here are Section Limitation, Location Limitation and Subtree of Location Limitation.

Section Limitation¶

Let's assume you have two Folders under your Home: Blog and Articles. You can let a User create content for the blogs, but not in Articles, by adding a Section Limitation to the Blog content item. This allows the User to publish content anywhere under this Location in the structure. Section does not have to belong to the same Subtree of Location in the content structure, any Locations can be assigned to it.

Location Limitation¶

If you add a Location Limitation and point to the same Location, the User is able to publish content directly under the selected Location, but not anywhere deeper in its Subtree of Location.

Subtree of Location Limitation¶

To limit the User's access to a subtree, use the Subtree of Location Limitation. You do it by creating two new Roles for a User Group:

Role with a Subtree Limitation for the User
Role with a Location Limitation for the Subtree

Follow the example below to learn how to do that.

Cookbook, Dinner recipes and Dessert recipes containers are not accessible in the frontend. Edit access to them in the Admin Panel.

Subtree file structure

To give the vegetarian editors access only to the Vegetarian dinner recipes section, create a new Role, for example, EditorVeg. Next, add to it a content/read Policy with the Subtree Limitation for Cookbook/Dinner recipes/Vegetarian. Assign the Role to the vegetarian editors User Group. It allows users from that group to access the Vegetarian container but not Cookbook and Dinner recipes.

To give users access to Cookbook and Dinner recipes containers, create a new Role, for example, EditorVegAccess. Next, add to it a content/read Policy with the Location Limitations Cookbook and Dinner recipes. Assign the new Role to the vegetarian editors User Group as well. Only then the limitations are combined with AND, resulting in an empty set.

The vegetarian editors should now see the following Content Tree:

Limited subtree file structure

When a Policy has more than one Limitation, all of them have to apply, or the Policy does not work. For example, a Location Limitation on Location 1/2 and Subtree of Location Limitation on 1/2/55 cannot work together, because no Location can satisfy both those requirements at the same time. To combine more than one Limitation with the or relation, not and, you can split your Policy in two, each with one of these Limitations.

Manage Locations¶

To add a new Location to a content item, the Policies required for publishing content are enough. To allow the User to remove a Location, grant them the following Policies:

content/remove
content/manage_locations

Hiding and revealing Location requires one more Policy: content/hide.

Editorial workflows¶

You can control which stages in an editorial workflow the user can work with.

Do this by adding the WorkflowStageLimitation to content Policies such as content/edit or content/publish.

You can also control which transitions the user can pass content through. Do this by using the workflow/change_stage Policy together with the WorkflowTransitionLimitation.

For example, to enable the user to edit only content in the "Design" stage and to pass it after creating design to the "Proofread stage", use following permissions:

content/edit with WorkflowStageLimitation set to "Design".
workflow/change_stage with WorkflowTransitionLimitation set to to_proofreading

Multi-file upload¶

Creating content through multi-file upload is treated in the same way as regular creation. To enable upload, you need you set the following permissions:

content/create
content/read
content/publish

You can control what content items can be uploaded and where by using Limitations on the content/create and content/publish Policies.

A Location Limitation limits the uploading to a specific Location in the tree. A content type Limitation controls the content types that are allowed. For example, you can set the Location Limitation on a Pictures Folder, and add a content type Limitation that only allows content items of type Image. This ensures that only files of type image can be uploaded, and only to the Pictures Folder.

Taxonomies¶

You can control which users or user groups can work with taxonomies. To let users create and assign taxonomy entries, set the following permissions:

taxonomy/assign to allow user to tag and untag content
taxonomy/read to see the Taxonomy interface
taxonomy/manage to create, edit and delete tags

With Limitations, you can configure whether permissions apply to Tags, Product categories or both.

Register Users¶

To allow anonymous users to register through the /register route, grant the user/register Policy to the Anonymous User Group.

Admin¶

To access the administration panel in the Back Office, the User must have the setup/administrate Policy. This allows the User to view the languages and content types.

Additional Policies are needed for each section of the Admin.

System Information¶

setup/system_info to view the System Information tab

Sections¶

section/view to see and access the Section list
section/edit to add and edit Sections
section/assign to assign Sections to content

Languages¶

content/translations to add and edit languages

Content types/action¶

content type/create, content type/update, content type/delete to add, modify and remove content types

Object states¶

state/administrate to view a list of Object states, add and edit them
state/assign to assign Objects states to Content

Roles¶

role/read to view the list of Roles in Admin
role/create, role/update, role/assign and role/delete to manage Roles

Users¶

content/view to view the list of Users

Users are treated like other content, so to create and modify them, the User needs to have the same permissions as for managing other content items.

Product catalog¶

You can control to what extend users can access the Product catalog and all its related parts.

Product type¶

To create or edit product types, a user needs to have access to attributes and attribute groups. Set the following permissions to allow such access:

product_type/create
product_type/view
product_type/edit

Product item¶

When a product is created, a product item and a content item are also generated. Permissions for the product catalog override permissions for content, therefore, users without permissions for content can still manage products.

product/create
product/view
product/edit

Commerce ¶

To control which commerce functionalities are available to store users, you can grant or prevent them access to individual components.

Out of the box, Ibexa Commerce comes with the Storefront User Role that is assigned to anonymous users and grants them the following permissions:

product/view, product_type/view and catalog/view, to allow them to view a product list and product details
cart/view, cart/create and cart/edit with the CartOwner Limitation set to self, to allow them to add items to their own shopping cart, modify their cart, and delete it
checkout/view, checkout/create, checkout/update and checkout/delete, to allow them to proceed to checkout and interact with the checkout process

You can modify the default Roles by preventing anonymous users from being able to proceed with the checkout process, and creating the Registered Buyer Role that enables logged-in users to purchase products.

You could do this by moving permissions that relate to checkout from the Storefront User Role to the Registered Buyer Role, and granting Registered Buyer with the user/register and user/login permissions which control access to registration and login.

See below for a detailed listing of permissions that apply to Commerce, together with their meaning.

Owner limitation

For anonymous users, orders, shipments, and/or payments are saved with a 'null' user reference. Therefore, when you apply the 'Owner/self' Limitation to any of the permissions below, anonymous users are not allowed to interact with any of these entities.

Cart¶

Set the following permissions to decide what actions are available when users interact with carts:

cart/view - to allow user to view their cart
cart/delete - to delete cart, for example, after successful checkout
cart/create - to create a new cart
cart/edit - to allow user to add products to their cart

To further control access to a cart, you can use the CartOwner Limitation and set its value to self. This way users can only interact with their own carts.

Checkout¶

Set the following permissions to decide what actions are available when users interact with checkout:

checkout/view - to control user access to checkout
checkout/create - to allow starting the checkout process, by proceeding from cart
checkout/update - to allow users to modify existing information, for example item quantity
checkout/delete - to delete checkout

Order management¶

Set the following permissions to decide what actions are available when users interact with orders:

order/create - to allow the user to create a new order
order/view - to allow the user to view orders
order/update - to allow the user to change status of an existing order
order/cancel - to allow the user to cancel an existing order

To further control access to an order, you can use the OrderOwner Limitation and set its value to self. This way users can only interact with their own orders.

Shipping management¶

Set the following permissions to decide what actions are available when users interact with shipping methods and shipments.

Shipping methods¶

shipping_method/create - to allow the user to create a new shipping method
shipping_method/view - to allow the user to view shipping methods
shipping_method/edit - to allow the user to modify an existing shipping method
shipping_method/delete - to allow the user to delete an existing shipping method

Shipments¶

shipment/create - to allow the user to create a new shipment
shipment/view - to allow the user to view shipments
shipment/update - to allow the user to change status of an existing shipment
shipment/delete - to allow the user to cancel an existing shipment

To further control access to a shipment, you can use the ShipmentOwner Limitation and set its value to self. This way users can only interact with their own shipments.

Payment management¶

Set the following permissions to decide what actions are available when users interact with payment methods and payments.

Payment methods¶

payment_method/create - to allow the user to create a new payment method
payment_method/view - to allow the user to view payment methods
payment_method/edit - to allow the user to modify an existing payment method
payment_method/delete - to allow the user to delete an existing payment method

Payments¶

payment/create - to allow the user to create a new payment
payment/view - to allow the user to view payments
payment/edit - to allow the user to modify an existing payment
payment/delete - to allow the user to delete an existing payment

To further control access to a payment, you can use the PaymentOwner Limitation and set its value to self. This way users can only interact with their own payments.