Security policy definitions list
2025-08-20Last updated
In Clearance, system administrators can define security policies to control access for users and groups. A user's level of access associated with these policies can vary depending on case and file permissions.
| Security policy | Definition | Details |
|---|---|---|
| Access files not associated with any case | Defines a user or group’s default permission level for files that are not associated with any case. | Assign a default permission level (View only, View and download, Edit, or Manage) to each user and group in this policy. |
| Access files uploaded from my device | Defines the level of access officers have to files uploaded from devices assigned to them. | Assign a default permission level (View only, View and download, Edit, or Manage). |
| Default access policy for all incoming case transfers | Defines the level of access users and groups have to cases that have been transferred to their organization. | Assign a default permission level (View only, View and download, Edit, or Manage) to each user and group in this policy. |
| Add organizations approved for case transfers | Defines which external organizations have been approved to receive case transfers. | The user specified by the sender is automatically granted Manage permissions for any cases transferred. |
| Create cases | Defines which users and groups can create cases. | Guest users can be assigned this security policy. |
| Share cases | Defines which users and groups can share cases they have access to without having the Manage permission. | Users who are included in this security policy can share any case they have
permission to view. This feature is not available to guest users. Note: Invited users are granted access to the case with “view
and download” permissions by default. |
| Access audit trail and create eDiscovery receipt | Defines which users and groups can access the activity history of a file or case and create a digital proof of receipt for evidence being shared. | Users can only access the audit trail of and create eDiscovery receipts for files and cases for which they have Manage permissions. |
| Delete cases and files | Defines which users and groups can delete cases and files. | Users can only delete files and cases on which they have Manage permissions. |
| View retention page and manage retention policies | Defines which users and groups can access the Retention page and modify retention policies. | Retention policies can be modified by navigating to . |
| Protect or unprotect cases and files from deletion | Defines which users and groups can protect or unprotect cases and files from being deleted. | Users can only protect or unprotect files and cases on which they have Manage permissions. |
| Hide visual watermark | Defines which users and groups can toggle the visual watermarks on videos and images on and off. | A user can hide the watermark on files they have permission to view. |
| View dashboard | Defines which users can access the dashboard. | This feature is not available to guest users. |
| Manage devices | Defines which users and groups can add or remove devices and activate or deactivate device licenses. | A device that has been deactivated can be reactivated by users in this security policy. |
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