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 and access to company information.

You can now choose between:

• Manual Perimeters – you select the companies yourself.
• Dynamic Perimeters – the platform automatically includes companies that match rules you define (for example: “all managed companies in Spain”).

As an admin, you can configure and update permissions for each Perimeter, ensuring the right teams have access to the right information—without complex setups or extra support.

Important: Dynamic Perimeters are available for companies. Perimeters on individuals remain manual only.

In this article, learn:

• What is a Perimeter?
• How to create a Perimeter
  • Choose Manual or Dynamic mode
  • Add companies to a Manual Perimeter
  • Configure a Dynamic Perimeter (rules)
  • Permission set up
• How to manage Perimeters
  • From a company
  • From the company table
• Tips & limitations

✅ What is a Perimeter?

A Perimeter is a way to group companies according to how your organization works. You can organize them by country, region, business unit, industry, or any other logic that makes sense for your teams.

Perimeters help you to:

• Centralize access rules for a group of companies.
• Quickly answer questions like “who can see or edit which companies?”
• Adapt access rights when teams or organizational structures change.

With Dynamic Perimeters, you can also say “include all companies matching these criteria” and let the platform automatically keep the perimeter up to date.

✨ How to create a Perimeter

Perimeters are created from the Perimeters configuration area in the Entities module.

☝ Choose Manual or Dynamic mode

When creating or editing a Perimeter for companies, you will see a Perimeter mode:

• Manual – you add or remove companies yourself (by selection or import).
• Dynamic – the list of companies is calculated automatically based on filters (rules) you configure.

In the Perimeters list, a small tag indicates the mode (for example Manual or Dynamic), so you always know how the perimeter is filled.

Switching modes for company Perimeters:

• Manual → Dynamic: the existing manually selected companies are cleared, and the new list will be fully based on your dynamic filters.
• Dynamic → Manual: the current list of companies is kept (“frozen”), filters are removed, and you can then manage the list manually.

Note: On Perimeters for individuals, there is no mode switch and no Dynamic option. They remain manual.

⛹️‍♂️ Add companies to a Manual Perimeter

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 Perimeter.

To create a new (manual) Perimeter:

1. Go to the Perimeters configuration page in Entities.
2. Create a new Perimeterand:
   • Choose a name.
   • Optionally add a description.
   • Select a color to quickly identify it in the interface.

Then, add companies to the Perimeter:

• Manually select companies from the list; or
• Upload a file using the template with the DiliTrust ID to import companies in bulk.

⚡ Configure a Dynamic Perimeter (rules)

A Dynamic Perimeter automatically includes all companies that match the filters you define. You don’t manage a static list; you manage rules.

To create or edit a Dynamic Perimeter for companies:

1. Create a new Perimeter (or edit an existing one) for companies.
2. Set the mode to Dynamic.
3. Open the filters panel(Dynamic perimeter rules):
   • Add filters based on:
     • Standard company fields (e.g. country, legal form, “managed/non-managed” state).
     • Custom fields (reference, date, text, etc.).
   • Combine several filters (for example: “Managed = Yes” AND “Country = Spain”).
4. Apply the filters. The system calculates the list of companies that match your rules and shows them in the Perimeter tabular.

After configuration:

• When a company is edited so that it matches the filters, it is automatically added to the Dynamic Perimeter.
• When a company is edited so that it no longer matches the filters, it is automatically removed from the Dynamic Perimeter.

Good to know: You cannot manually add or remove a company to/from a Dynamic Perimeter from the company edit screen or bulk edit. If the company doesn’t match the rules, it will not be part of that perimeter.

⚖️ Permission set up

Once your Perimeter (Manual or Dynamic) is defined, you can configure who can access and/or edit the companies inside it.

You can choose from four main permission modes:

• Everyone can view and edit perimeter companies (default)
  All users can access and edit the companies in this Perimeter.
• Everyone can view, only some can edit perimeter companies
  All users can access the companies, but only selected users can edit them.
• Only some users can view or edit perimeter companies
  You explicitly select who can:
  • View the companies.
  • Edit the companies.
• Apply specific permissions on categories
  You can:
  • Select the users concerned.
  • Define if they can only access or also edit companies.
  • Choose the categories (sections) that will be displayed for these users in the company file.
  • For each category, decide if users can view or edit it.

Note: If you simply grant access rights to users at Perimeter level, in the next step you will only be able to grant access rights to the categories (not edit rights).

Reminder: A company can belong to multiple Perimeters at once.

⭐ How to manage Perimeters

You can change which Perimeter(s) a company belongs to from:

• the company overview page, or
• the company table (in bulk).

For Dynamic Perimeters, membership is controlled by filters and cannot be directly edited from these screens.

✍ From a company

From a company’s Overview you can see which Perimeter(s) it is part of.

• Click on Edit to add or remove the company from manual Perimeters.
• Dynamic Perimeters are displayed but cannot be selected or deselected manually: the company will appear there only if it matches the Dynamic Perimeter rules.

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

⛹️‍♀️ From the company table

From the companies table, you can:

• Add the Perimeter column to get an overview of the current Perimeter settings.
• Filter or sort by Perimeter to quickly review access scopes.

You can also edit Perimeters in bulk for companies (Manual Perimeters only):

1. Select the companies in the table.
2. Click on Edit.
3. Choose how you want to update the values:
   • Replace all
   • Add to existing (for multi-value fields)
   • Remove from existing (for multi-value fields)
4. Select Perimeters in the drop-down list.
5. Choose the Perimeter(s) to add or remove and confirm.

❗ Tips & limitations

• Dynamic Perimeter recalculation is not instantaneous
  When you create or edit a company so that it should enter or leave a Dynamic Perimeter, the update is done by background processing. You may notice a short delay (up to several minutes) before the Perimeter list fully reflects the change. :contentReference[oaicite:14]{index=14}
• Companies vs individuals
  Dynamic Perimeters are available for companies. Perimeters for individuals remain manual only (no mode, no dynamic rules). :contentReference[oaicite:15]{index=15}
• No manual override on Dynamic Perimeters
  If you remove a Dynamic Perimeter from a company on the edit screen, but the company still matches the filters, it will be added back automatically. Only changing the rules or the company data can really exclude it. :contentReference[oaicite:16]{index=16}
• Data quality matters
  Dynamic Perimeters rely entirely on the accuracy of company fields (country, “managed/non-managed” status, custom fields, etc.). Make sure these are kept up to date to get reliable Dynamic Perimeters.
• Bulk edit and import apply to Manual Perimeters
  Bulk edits and file imports are designed for Manual Perimeters. Dynamic Perimeters always follow their rules and cannot be filled manually via import or bulk actions. :contentReference[oaicite:18]{index=18}

If you have any questions about how to best set up Manual vs Dynamic Perimeters for your organization, please contact your usual DiliTrust support contact.