# Channel and Integration Permissions

## Types of Users

Polarity has four different types of users.

1. **Polarity Admin** - a Polarity admin is considered a super admin within the system, they can see everything and adjust settings for all channels and integrations even when they are not given explicit access.<br>

2. **Channel Manager** - A channel manager can set permissions on a channel.
   * The user that creates a channel is automatically made the Channel manager. That user has the ability to grant other users or groups permission to manage that particular channel.  Channel managers have manager rights to a specific channel and a Polarity Admin can always manage permissions on a channel.<br>

3. **Integration Manager** - An integration manager has the ability to set permissions on an integration and adjust options/cache settings.

   * When an integration is first installed, only Polarity Admins can manage the integration. The Polarity Admin then has to explicitly grant manager access to a user or group.

4. **Polarity User** - a Polarity user is a normal user that does not have manager rights over a channel or integration.

{% hint style="info" %}
A Channel/Integration Manager only has managerial permissions on that particular channel or integration that they have been granted access.
{% endhint %}

## Adding Users to Groups

To add new users or groups to the channel:

1. Click on the `Add Group/User` button.
2. This will pull up a modal where you can search for any users or groups you want to add. Search for the groups and/or users that should have access to the channel and select them.&#x20;
3. Once completed click the `Add` button.

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCAAXaadP8o1ERJ4Z4C%2Fuploads%2FoOydRjJ4Nry2NxMsbcJS%2FaddGroupsChannels.png?alt=media\&token=c1b8f0d8-a2cd-4631-8c1b-d27898b6b7f0)

{% hint style="info" %}
New groups and/or users that are added will be automatically listed on the permissions tab.
{% endhint %}

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCAAXaadP8o1ERJ4Z4C%2F-MCxkbAtYDI2HZkEXR9h%2F-MCxmMn6cyMmpFEaZROx%2FsearchingPrivateGroups.png?alt=media\&token=0f568960-49a1-4f6d-bc07-682c282e2f77)

{% hint style="info" %}
When new users or groups are first added, they are given read/write permission to the Channel by default.
{% endhint %}

## Channel Permissions

Channel permissions are granted on a per channel basis and can be set by a Channel manager or Polarity Admin.&#x20;

There are two different ways to assign channel permissions. The first is when creating a private channel. The second way to set permissions is after a channel has been created.

To make a group and/or user a `Channel Manager` or grant them `Read Only` access:

1. Navigate to the `SETTINGS` tab of a channel and select `Permissions`.
2. In each section for a group and/or user there will be a toggle to set `Read Only` and `Manage`. Select the toggle for the group/user that you want to change permissions for.

{% hint style="info" %}

1. `Read Only` prevents users from adding annotations to the channel but they will still be able to search the channel and subscribe to it.
2. `Manage` gives the user or group permission to modify Channel settings including permissions, clearing, and deleting the channel.
   {% endhint %}

### Private Channels

When first creating a channel you can make it a `Private` channel by:

1. Clicking on the toggle on the `Create Channel` screen.
2. Once a channel is toggled to `private`, an `Access List` input will appear at the bottom of the `Create Channel` screen. Here you can search for the groups and/or users that you want to grant access to the channel.&#x20;
3. Once you have selected the groups and/or users that should have access, click the `Create Channel` button to create the private channel.

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCAAXaadP8o1ERJ4Z4C%2Fuploads%2FYQ8GIRpOEziIZWWjn2ad%2FprivateChannelToggle.png?alt=media\&token=94a42127-9ff2-4522-928d-82e11e85617b)

{% hint style="info" %}
Users added in this way will be granted read/write permissions to the channel.
{% endhint %}

### Public Channels

By default when a channel is created it is set to public so all Polarity users will be granted access.

{% hint style="info" %}
When creating a quick channel from the annotation window it is created as a public channel
{% endhint %}

### **Making a Public Channel Private**

To set permissions on a public channel:

1. Navigate to the channel page and click on the `SETTINGS` button for that channel.
2. On the `Permissions` tab you will see the current permissions for the channel. Since the channel is set to public it will have the `All Polarity Users` group and your own account listed.
3. To set the channel to private, remove the `All Polarity Users` group and any other groups or users that have access to the channel by selecting the `Remove` button under the action column.

![](https://2418141914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCAAXaadP8o1ERJ4Z4C%2Fuploads%2FzUzGyYMnPchtzvAIppSR%2FpermissionsTab.png?alt=media\&token=70c1a9ea-9092-463f-8374-45f0de8b2e92)

{% hint style="warning" %}
The `All Polarity Users` group is a special system group that represents all users on the Polarity instance. Once removed, the `All Polarity Users` group can only be added back by a Polarity Admin.
{% endhint %}

## Integration Permissions

A Polarity Admin has the ability to set specific groups and users as an integration managers.

To set permissions on an integration and or assign integration managers:

1. Navigate to the integration you wish to update and click on `Settings`.
2. Once on the integration settings page, click on the `Permissions` tab.&#x20;
3. To add a group and/or user, click on the `Add Group/User` button. This will bring up the group/user modal where you can search for the group and/or user you would like to add to the integration.

Users and groups listed under the permissions tab will be able to view and subscribe to the integration.

&#x20;Admins can also make users/groups integration managers by clicking on the `Yes/No` toggle under `Manage`.

{% hint style="warning" %}
When an integration is installed for the first time, you must add users/groups to the integration that you want to have access. By default, only Polarity Admins can view and subscribe to a newly installed integration.
{% endhint %}

See [Integration Settings](https://docs.polarity.io/enterprise-guide/integrations#integration-settings) for more info about all the actions that an integration manager can take.
