The type of access policy you want to create. Select from the drop-down menu of available policy types.

The user or program that you want to assign the policy to.

The dimension that you want to apply the access policy to. Select from the drop-down menu of available dimensions.

The segmentation group that you want to apply the access policy to. Available segmentation groups are listed in the drop-down menu. Select the

All

button to apply the policy to every segmentation group.

The scope type of the policy. Select date offset, list, or exempt.

Date offset. Choose date offset when you apply an access policy to a time dimension to restrict access by date.
List. Choose list when you apply an access policy to a dimension other than time.
Exempt. Choose exempt if you want to bypass all access policies, including the default policy, to see all data for a segmentation group.

The amount of data you want the policy holder to be able to access if you chose a scope type of date offset. For example, if you want the user to be able to access two years of data, enter two in the

Value

field and select

Year

from the

Unit

drop-down menu. You can select a unit of year, quarter, or month.

Option to override all access policies. If you want the access policy to override access policies with higher sequence numbers, select Override.

Enables the access policy.