Create a Policy

Learn how to create a policy to grant roles to users or groups.

A policy connects one or more groups, users, or API clients with a set of roles, granting permissions across your Confidence workspace.

Create a Policy

1. Go to Policies

   Go to Admin > Policies.

2. Click Create

   Click Create to open the create policy dialog.

3. Add principals

   In the Principals field, add the people and groups you want to grant roles to.

4. Add roles

   In the Roles field, select one or more roles to assign to the principals.

5. Save the policy

   Click Create to save the policy.

Use policies to grant permissions globally. When you give a user or group a role via a policy, that group has that role for all resources that the role governs. For more granular control, use manual permissions on individual resources instead.

Related Resources

Policies Reference

Deep dive into policy configuration

Create Custom Roles

Configure fine-grained permissions

Roles Reference

Understand available roles

Invite Users

Add new users to your organization