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Roles

Updated over 4 months ago

Roles in Dcisive allow administrators to organize and control access to files based on tag-driven rules.

What are Role Conditions?

Role conditions are groupings of files defined through configuration. Each role condition is based on specific tags—such as source system, work type, business unit or any other structured tag indexed alongside each file.

These conditions determine which files belong in a given category.


How Role Conditions Are Applied

Once a file is indexed in Dcisive, it is evaluated against condition criteria. This process checks the file’s tags and assigns the file an access definition. Dcisive matches the file access definition to the user role to evaluate if the user has access to view the file.

Key things to note:

  • Access definition is automatic and based entirely on tag matching.

  • Files can be defined with multiple access definitions if they meet the criteria for more than one.


Controlling Access with Role Conditions

Access to files in Dcisive is governed by role conditions. User permissions are managed in the User screen or the Role screen, where administrators can assign specific roles to each user.

Only users who have been granted access to a role will be able to:

  • View files within that role category

  • Search, filter, or interact with the associated content

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