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Add a Resource Filter

Resource filters are used to limit the visibility of resources or actions to a Resource role. A filter is a collection of expressions that together define the scope that Resource roles can access.

Use the following steps to add a filter to your Palette tenant.

Prerequisites​

  • You must have tenant administrator permissions to add a filter to your Palette tenant.

Add a Filter​

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Next, click on Platform Settings from the Tenant Settings Menu.

  4. Click on Filters to open the Filters page.

  5. Click on New Resource Filter to add a new filter.

  6. Provide a name for the filter in the Name field.

  7. Next, select the Palette resource type you want to apply the filter to. For example, Tag.

  8. Next, define the query for the filter. You can chose between is and is not. Complete the expression by providing a value for the query.

    A view of the Add Resource Filter wizard with two tag expressions - tag is not equal to the value sensitive, and the tag is equal to the value claims.

  9. If you want to add more expressions to the filter, click on Add condition.

  10. Select a Conjunction. You can choose between and and or.

  11. Repeat steps 7-10 to add more expressions to the filter.

  12. Click on Confirm to save the filter.

Validate​

  1. Log in to Palette as a tenant admin.

  2. Navigate to the left Main Menu and select Tenant Settings.

  3. Next, click on Platform Settings from the Tenant Settings Menu.

  4. Click on Filters to open the Filters page.

  5. Verify that the filter you added is listed in the Filters page.

  6. To validate the impact of the filter, assign the filter to a Resource role. For more information, refer to the Resource Roles and Permissions page.

Resources​