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A policy controls which Jumper tabs and analysis folders a license can use. A policy can represent a role, a production, or a combination of the two.
Before you begin:

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Create a policy

For example, create a policy for editors who should search Show A and Show B without changing their analysis or face collections.
1

Start a new policy

Open Policies and select New.
2

Name it

Give the policy a descriptive Name.
3

Choose the accessible tabs

Under Accessible tabs, enable the tabs those licenses should be able to open.
4

Choose the analysis folders

Under Analysis folders, choose Specific folders and use Enter a path to add the allowed analysis locations, or choose Any folder for unrestricted folder access.
5

Create the policy

Select Create policy.
To provide search access without analysis, face collection management, or model and settings changes, enable Search and disable Media, People, and Settings. You can also control access to Summaries, Tags, and Help. The example below enables Search, Tags, and Help. Policy editor allowing Search, Tags, and Help, with analysis folders restricted to Show A and Show B

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Limit access by production

Add only the analysis folders that the policy’s members should use. In the screenshot above, both Show A and Show B are allowed, while Show C is excluded. To keep the two shows separate, create one policy for Show A and another for Show B, each with only its own analysis folder. Allowed paths include their subfolders. Add each production’s analysis folder rather than a parent folder containing several productions. Use paths as they appear on the editors’ machines. For a team using both macOS and Windows, add the corresponding paths for both platforms. A macOS path alone will not match a Windows machine. The policy editor prompts you to add the missing platform’s path. Keep your shared storage permissions aligned with the same production access rules. See project-specific analysis folders for the storage setup.

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Assign policies to licenses

Open Licenses to see your organization’s seats and their assigned policies. Use the policy dropdown beneath a license to change its memberships. You can also select multiple licenses and apply a policy to them together. Licenses page showing two selected seats assigned to Only Search and Tags and one seat with Full Access A license can belong to more than one policy, and the access granted by those policies is combined. When restricting a license, remove Full Access and any other policy that grants access beyond what that editor needs.
A license with no assigned policy has No Access. Assign a policy before handing the license to an editor. Sending a configuration alone does not grant access.

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Next

Send a configuration to the licenses you assigned.
Last modified on October 12, 2026