Importing security and permissions

To protect your tenant data from unauthorized users and actions, Beeline Professional uses an authorization strategy called Attribute-Based Access Control (ABAC). User permissions are defined by a set of attributes and the rules that determine the attribute combinations that allow a user to successfully perform an action. Policies use attributes to evaluate which access conditions are allowed or denied.

To configure security and permissions in a newly provisioned tenant site, Beeline Professional administrators can copy the security and permissions policies from an implementation tenant.

Before you begin

  • You must have Beeline Professional administrator access to the implementation site and the site you’re configuring.

Steps

To import security and permissions from the implementation tenant, complete these steps from any supported browser.

  1. Log in to the Professional implementation tenant.

  2. From the left navigation, go to Settings  Security & Permissions.

  3. To export the policies that you want to copy from the implementation tenant, take one of these actions:

    • To export all policies, from the upper right of the Security & Permissions table, select Export Policies. A .json file that includes all the policies for security and permissions is saved to the downloads folder on your device.

    • If you want to export a distinct policy or set of policies, select the ones you want to export and then select Export Policies.

  4. In a separate window, log in to the tenant site that you’re setting up.

  5. Go to Settings  Security & Permissions.

  6. From the upper right of the Security & Permissions table, select Import  Upload File and then select the policies file that you downloaded from the implementation tenant.

  7. In the bottom left, a message confirms that the import process has been successful.

  8. You can review the imported policies in the Security & Permissions table.