Create and Manage Perimeters

A Perimeter is a group of companies managed together for business purposes. It allows for a more user-friendly and flexible way of managing permissions.

Perimeters can be organized manually to reflect each organization’s structure—for example, by country, region, industry, or any other grouping aligned with how the organization operates.

As an admin you can easily configure and update permissions for each Perimeter, ensuring the right teams have access to the right information—no complex setups or support required.

Adapt permissions as teams evolve and instantly see who has access to what. 

In this article, learn:

• How to create a perimeter?
  • Add companies to perimeters
  • Permission set up
• How to manage perimeters
  • From a company
  • From the company table

How to create a perimeter?

Add companies to perimeters

By default, a "Default Perimeter" is created by the platform and includes all companies not yet assigned to any specific perimeter.

This default group is public—all users can view the companies within it.
When companies are assigned to a custom perimeter, they are automatically removed from the default one.

To create a perimeter, follow these steps:

• Choose a name, an optional description, and a representative color.

• Select companies to include—either manually or by uploading a file using a template with the DiliTrust ID.

Permission set up

Set permissions by choosing from four predefined types:

• Everyone can view and edit perimeter companies (default)
  -All Users can access and edit the companies
  
  
• Everyone can view, only some can edit perimeter companies
  -All Users can access the companies but you can select in the drop-down menu the users that will have the rights to edit the companies
  
• Only some users can view or edit perimeter companies
  -You can select which users can access the companies and who can edit the companies
  

• Apply specific permissions on categories
  You can select which categories people in the perimeter have access to:
  • Select users 
  • Indicate if the users selected can only access or can also edit the companies, click on next
  • Select the categories to be displayed in the company
    On the left find the available categories and on the right the categories to be displayed
  • Select the rights associated with the category, can the users previously selected access or edit the category
    
    

Note that if you simply grant access rights to users, in the next step you will only be able to grant access rights to the categories.

Note: A company can belong to multiple perimeters at once.

How to manage perimeters

You can change the perimeter a company belongs to from the company overview or in bulk from the company table.

• From a company

Access a company's Overview to see which perimeter it is a part of. Click on Edit to add or remove the company from a perimeter.

As a user you will only see the perimeter you have access to.

• From the company table

From the table, add the perimeter as a column and have a general overview of the current perimeter setting.

From the table you can also edit in bulk the companies' perimeter:

• Select the companies
• Click on Edit
• Indicate if you want to 
  • Replace all
  • Add to existing (for multiple values)
  • Remove from existing (for multiple values) 
• Select Perimeters in the drop-down list
• Choose the perimeter to add/remove and confirm