How to add filters to a folder

About this article

Filters are used to exclude and distribute content for specific groups. With filters, admins can make some content available to specific users only. In this article you will find information about User profile filters and AD filters, how to apply them and examples of different filters, that can be used. 

Sections in this article:

• User profile filters vs AD filters (security filters)
• How to apply a filter
• Examples of filters
• Is it possible to apply more than one filter to a folder?

Prerequisites

User profile filters vs AD filters (security filters)

User profile filters

A filter can be based on information in the User profile chosen by the user e.g.

• Department
• Country
• Office

AD filters (security filters)

A filter can be based on a client's Active Directory (AD). A filter based on AD will only allow users access to certain folders based on what groups they are part of in the AD. The user is not able change this themselves. The filters can be based on information like

• Department
• Country
• Office
• Email
• AD user groups

How to apply a filter

1. In the admin interface, navigate to the folder you wish to apply a filter to, and click Settings.

2. Add the filter in the 'Security filters' box. 

3. Click Save settings for the filters to be applied. 

Examples of filters

User profile filters

Filter based on user profile choice - in this case, choice of Office is "Los Angeles"

{
 "profile.OFFICE.office": [
 "Los Angeles"
 ]
}

AD filters (security)

Filter based on department claim:

{
 "claim.department": [
 "Tax & Legal",
 "MyDepartment", "C&M (Marketing)"
 ]
}

Filter based on email  

{
"system.UserEmail": [
"xxx@yourdomain.com",
"yyy@yourdomain.com",
"zzz@yourdomain.com"
]
}

Filter based on email domain

{

    "system.UserDomain": [

        "abc.com",

        "123.com"

    ]

}

Filter based on AD user groups for clients using SAML2 for SSO

{
 "system.Groups.*": [
 "National HR Users"
 ]
}

Filter based on AD user groups for customers using Azure AD for SSO

{
 "system.Groups.*": [
 "31739867-f7c0-46cd-b8d5-0afa70cddd2d"
 ]
}

Is it possible to apply more than one filter to a folder?

Yes, it is possible, but the filters will be AND and not OR meaning that end-users must apply to both filters in order to get access to the folder

Example

{
    "system.UserEmail": [
        "xxx@yourdomain.com",
        "yyy@yourdomain.com"
    ],
    "profile.department.department": [
        "Sales"
    ]
}