How to – Add a New Rule (general section)
The Rules tab of the Settings module allows you to view all Rules and add new Rules.
Follow the steps below to add a new Rule:
-
Log in to Unity
-
From the Navigation Panel on the left-hand side, click the Settings module
-
Select the Rules tab from the top
-
Click the + button
-
From the list, select the desired Rule Type you would like to add
Note: To work with Rules functionality in Unity Web, users must have Manage rules permission enabled for their assigned Role.
The General section allows you to add details about the new Rule. This includes the Rule name and the Access level of the Rule, which controls visibility of the rule within your organization’s defined Groups. A rule can only have one access level at a time.
Follow the steps below to add a new Rule:
-
An empty New Rule form will appear on the right-hand side. In the General section, type in the Rule name
-
Click within the Access level field, select the desired Groups, and click Confirm
Note: This mandatory setting controls which assets can be added to this Rule, which people can be chosen as notification recipients, and which people can see the Rule.
When you create your first rule with access level, the system will remember it, and will suggest it as a default access level when creating a new rule.
Note: Users without the chosen access level (defined Groups) will not be able to see this rule. For more information on how to setup Groups, please refer to the Unity Groups User Guide.