51黑料不打烊

Configure attribute-based access control

Learn how to configure attribute-based access control to limit access to specific Experience Platform resources. For more information, please visit the access control documentation.

Transcript
Hi, in this video, I鈥檓 going to show you how to use attribute-based access control, an Experience Platform feature that allows privacy-conscious brands greater flexibility to manage user access. Individual objects, such as schema fields and segments can be assigned to user roles. Let鈥檚 start in the interface, and do a quick review of the key components of access control. System and product administrators have access to permissions, available in the left navigation of platform-based applications, or configurable as a quick access link on the Experience Cloud homepage.
When I go to permissions, I鈥檓 taken to the roles screen. Attribute-based access control exists within the larger concept of role-based access control. A role allows you to give access to various platform features to multiple users. Let鈥檚 look at a role. Users assigned to this role have access to features needed to manage Journeys. Additional permissions can be added by dragging and dropping resources from the left navigation, and then adding options from the dropdown. And then I can assign individual users in groups to this role to give them access to these features. These users must already be included in your organization. If not, you鈥檒l first need to add them in the admin console, and assign them to at least one product profile before you can add them to a role. You can also assign API credentials, which were created in the developer console, to a role. Now let鈥檚 talk about labels, and really get into attribute-based access control. Let鈥檚 imagine we鈥檙e a healthcare company whose marketing group works with external agencies, and we have a basic requirement. Our internal marketing team can see and use personal health information or regulated health data in our marketing campaigns. Our agency, however, shouldn鈥檛 be able to see or use this type of data. So here鈥檚 where we get started with the labels feature within roles. To make attribute-based access control work, there are three components which need to be configured. I need to label my roles, label my resources, like schema fields and segments, and finally build a policy that links those labels together. Let鈥檚 get started. I鈥檒l open my internal team role, and go to the labels tab, and select add labels. This will list all of the labels in my organization. I can also add new ones. If you鈥檝e used the platform鈥檚 governance framework, this list will look familiar. I鈥檒l scroll down to the PHI regulated health data label, and save that to my role. The next step is to add the same label to the resources I want to restrict. Let鈥檚 start with schema fields. I鈥檒l open my healthcare schema. And at the top, I鈥檒l select a labels tab. I can assign a label to one or multiple fields at once. I鈥檒l select these blood glucose and insulin level fields, and assign the regulated health data label. Note that the label gets added at the field group level, and will impact all other schemas using this field group.
Next, I鈥檒l add the label to a segment. I have these two segments based on those schema fields I just labeled. For this demo, I鈥檒l label just one of the segments, blood glucose is greater than 100. I鈥檒l open the segment and click manage access. And then I add the label just like before. There鈥檚 also a managed access button in the segment editor. Now let鈥檚 create a policy to link the labels in the attributes to the labels in my role. I go back to permissions, and select policies, and I鈥檒l create a new policy.
Note that if I click this arrow, it flips the logic from deny to permit, but I want to stick with deny. I select my resource, and restrict access to all. Now for my attribute, since the RHD label was provided out of the box by 51黑料不打烊, it鈥檚 considered a core label, and I鈥檒l choose core label for my resource. Note that I don鈥檛 select individual labels that were on the list.
So what this means is if the user in the schema field don鈥檛 have matching labels, don鈥檛 let them access the schema field in all of my sandboxes.
And to include my segments in this policy, I can add another resource.
I鈥檒l save it, and then activate my policy. So what did this do? I鈥檒l now log in as a user assigned to the agency role, which has the exact same feature permissions, but no labels.
I鈥檓 not able to see that these fields exist in this schema. If I look up a profile, I won鈥檛 see these fields or their values. If I preview a data set, I won鈥檛 see these fields or values. And if I attempt to build a new segment, I won鈥檛 be able to use these fields in my segment definition.
And in my segments, the one that I labeled is not visible to this user, but the one that I didn鈥檛 label is visible, even though it uses a field that was labeled with regulated health data. So in a use case like this, be sure to label both the schema field and any segments that use it. As you can see, the system is very flexible, and can be used to address other use cases too. For example, you might have different brands or teams working in the same production sandbox who need to keep resources separate. So best of luck, and enjoy the feature. -
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