Enable Perimeters for Individuals (LEM)

The Enable Perimeters for Individuals feature extends the existing Perimeter Permissions system—previously available only for companies—to individual entities. It gives administrators precise control over which users can access or edit individuals’ data, ensuring consistent governance across both entity types. ✅

What Are Perimeters for Individuals ❓

Perimeters define which users or teams have rights over specific entities in your workspace. With this update, you can now:

• Manage access to Individuals just like Companies.
• Set custom access and edit permissions for users or groups.
• Organize your data by assigning individuals to one or more perimeters.
• Enable or disable perimeter permissions for Individuals independently from Companies.

This allows you to have perimeters enabled only for Companies, only for Individuals, for both, or for none—depending on your governance model. ⚖️

How to Enable Perimeters for Individuals ⚙️

Step 1: Open Permissions Configuration

Go to Configuration > Permissions. You’ll find two tabs: Companies and Individuals.

Step 2: Activate the Individuals Perimeter Mode

On the Individuals tab, switch on the Enable perimeters toggle.

• The toggle is independent from the Companies one.
• A confirmation modal will appear before activation.

Step 3: Create a Perimeter

Click Create perimeter to start defining your new individual perimeter:

• Give your perimeter a name and optional color tag.
• Select the Individuals to include in it.
• Set access and edit permissions for users or teams.
• Save to confirm — you can edit these settings anytime. ✍

Step 4: View and Edit Perimeters

• All individual perimeters are visible in the Individuals tabular view.
• You can modify permissions or update members directly from the perimeter editor.
• When editing, all selected individuals remain saved unless removed explicitly.

Practical Use Cases ☝

• Group admins can manage which individuals are visible or editable by their teams.
• Legal users can restrict access to personal information, ensuring data privacy by default.
• Multi-entity organizations can maintain consistent permission rules across both company and individual datasets.

Example: You can give User A access-only rights and User B edit rights on a set of individuals within a specific perimeter.

Best Practices ✨

• Keep perimeter names clear and descriptive (e.g., “North Region – Individuals”).
• Always verify that the right users have access before finalizing permission changes.
• When importing individuals, use the correct template file name: import_individuals.xlsx.
• Use short descriptions (under 255 characters) for better readability and performance.

Limitations and Known Behaviors ⚠️

• Perimeter data for Individuals and Companies are managed separately.
• If the feature is not enabled, perimeter columns and options for individuals remain hidden.
• In some reports, if the user has no access to a related individual, the entire record is hidden (same as Companies behavior).
• Reference list permissions are suspended when perimeter mode is active.
• Non-managed individuals are tagged with a “non-managed” label in the view.

Need Help? ☕

If you experience any unexpected behavior (e.g., missing individuals in a perimeter or inconsistent permissions), please contact your DiliTrust Support representative or open a support ticket directly from your platform.