- 4 minutes to read

Add or Manage Policy

Master Policy management in Nodinite v7 with this comprehensive guide. Learn how to create, edit, delete, and restore Policies that group Claims for OIDC/OAuth 2.0 authorization.

✅ Three-tab interface for flexible Claim management
✅ Create and assign Claims in one step
✅ Track Policy usage across Roles
✅ Restore deleted Policies when needed

Note

Policies are only available when Nodinite is configured for OIDC/OAuth 2.0 authentication mode.

New to Policies? Read What is a Policy? first to understand the authorization model.

Accessing Policy Management

Navigate to Administration → Policies in the Nodinite Web Client.

Policies menu location
Location of the Policies menu item in the Administration sidebar.

Policies List View

The Policies management page displays all Policies with:

  • Status - Available or Deleted indicator
  • Name - The Policy name (clickable link)
  • Description - Policy purpose
  • Created/Changed - Timestamps
  • Actions - Edit, Delete, Restore options

Policies List View
Example of the Policies list.

Adding a New Policy

Step 1: Click "Add Policy"

Click the "Add Policy" button in the top-right corner.

Add Policy button

Step 2: Enter General Information

Fill in the Policy details:

Field Required Description
Name Yes Unique name for the Policy
Description No Clear description of the Policy's purpose

Policy General Information

Tip

Use descriptive names like "Finance Admin Policy" or "Europe Read-Only Access".

Step 3: Manage Claims

The Policy detail page includes three tabs for managing Claims:

New/Edit Tab

Create new Claims or edit existing ones:

New/Edit Tab

  • Key (Required) - The claim key
  • Value (Required) - The claim value
  • Description (Optional) - Claim description

Save Options:

  • "Add" - Creates the Claim (doesn't add to Policy)
  • "Add and Use" - Creates the Claim AND adds it to this Policy
  • "Save" - Updates existing Claim (doesn't add to Policy)
  • "Save and Use" - Updates Claim AND adds it to this Policy

Tip

Use "Add and Use" when creating Claims specifically for this Policy.

All Tab

Browse and select from all available Claims:

All Tab

  • View all Claims in the system
  • Use checkboxes to add Claims to this Policy
  • Search and filter Claims
  • Toggle "Include Deleted" to show deleted Claims
  • Edit button opens Claim in New/Edit tab

Actions:

  • Check boxes to add Claims to the Policy
  • Master checkbox selects/deselects all visible Claims
  • Click edit to modify a Claim

Selected Tab

View and manage Claims assigned to this Policy:

Selected Tab

  • Shows only Claims in this Policy
  • Uncheck boxes to remove Claims
  • Warning badges for deleted Claims
  • Search within selected Claims

Actions:

  • Uncheck boxes to remove Claims from Policy
  • Master checkbox (red) removes all Claims
  • Shows count of selected Claims

Step 4: Save the Policy

Click the "Save" button in the top-right corner.

Save Policy button

Editing an Existing Policy

Step 1: Navigate to Policy

From the Policies list:

  • Click the Policy name link, OR
  • Click "Actions" → "Edit"

Step 2: Modify Fields

Update the Policy:

  • Change Name or Description
  • Add/remove Claims using the three tabs
  • Edit individual Claims in New/Edit tab

Step 3: Save Changes

Click "Save" to apply changes.

Deleting a Policy

Step 1: Open Policy Detail Page

Navigate to the Policy you want to delete.

Step 2: Click Delete Button

At the bottom of the Policy detail page, click "Delete".

Delete Policy button

Step 3: Confirm Deletion

A confirmation modal appears showing:

  • Policy being deleted
  • Impact warning

Click "Delete" to confirm.

Important

Deleted Policies can be restored but will be removed from Roles assignments.

Restoring a Deleted Policy

Step 1: Enable "Include Deleted"

From the Policies list, check "Include Deleted".

Include Deleted filter

Step 2: Locate Deleted Policy

Find the Policy marked with a "Deleted" badge.

Step 3: Restore

Click "Actions" → "Restore" → Confirm.

Best Practices

Policy Naming 

✅ Good Names:
   Finance Admin Policy
   Europe Read-Only Access
   Operations Full Access

❌ Poor Names:
   Policy1
   Pol_Fin
   ADMIN

Claim Organization

Group related Claims:

Policy: "Finance Department Access"
  - department=finance
  - access_level=editor
  - environment=production

Use Descriptions 

✅ Good Description:
   "Full administrative access to finance integrations including 
    invoice processing, payment systems, and financial reporting."

❌ Poor Description:
   "Finance policy"

Common Scenarios

Department-Based Policy 

1. Create Policy: "Finance Department Access"
2. Add Claims:
   - department=finance
   - access_level=editor
3. Assign to Finance roles

Multi-Permission Policy 

1. Create Policy: "European Finance Manager"
2. Add Claims:
   - department=finance
   - region=europe
   - access_level=admin
   - environment=production
3. Assign to appropriate roles

Troubleshooting

Cannot Save - "Name already exists"

Solution: Choose a unique name or restore the deleted Policy.

Policy Shows Deleted Claims

Solution: Edit the Policy, remove deleted Claims from Selected tab, add replacements.

Cannot See Policy in Role

Solution: Policy assignment to Roles is managed through backend/API configuration.

Next Step

What is a Role?
What is a Claim?
Policies Overview

What is a Policy?
Policies Overview
Claims
Add or manage Claim
Access Management