Grant rights down to the metadata level.

Granting rights to groups and metadata is not only a best practice for efficient document management, but also a crucial step toward preparing your organization for the future with AI.
documentation

Grant rights down to the metadata level.

A preparation for AI

Introduction

In the era of digital transformation, managing access rights is becoming increasingly complex and essential, especially with the increasing use of artificial intelligence (AI) in business processes. Managing access rights at the group and metadata level not only provides a structured approach to data security however it also prepares your organization for the integration and optimization of AI technologies. In this blog, we dive deeper into why and how to get started practically.

1) Assigning rights to groups.

What are group rights?

Group rights refer to access controls granted to a specific group of users within an organization, rather than individual access rights per person. This means that members of a group have collective rights to view, edit, or delete files, depending on the role the group plays in the document management system.

Advantages of group rights?

  • Efficiency: Faster setup of permissions for new users by simply adding them to the appropriate groups.
  • Consistency: Uniform access rights reduce errors in access management.
  • Simplified Management: Easier to change or revise permissions by doing so at the group level.
assign rights to metadata

2) Assigning Rights to Metadata.

importance of granting rights

What is Metadata?

Metadata is data that provides information about other data. Example: in a document management system such as Ishtar.DMS, metadata can relate to the document name, the project to which it is linked, the author of the document, expiration date, etc.

Why assign rights to Metadata?

  • Targeted Access Control: By assigning rights to metadata, one can control access to information based on what the data represents or implies.
  • Automation: Integration with AI can help develop sophisticated access models that can dynamically adjust who has access to what, based on the metadata.

AI-powered access control

Providing metadata with permissions prepares your data for AI applications. AI can identify patterns and relationships in metadata that humans might overlook.

This can lead to:

  • Enhanced Data Analytics: AI can help determine what data is important and who should have access.
  • Proactive Security: AI can identify potentially sensitive information and automatically tighten security measures.
AI driven control

3) Implementation strategies

Step 1: Defining Groups and Roles.

Start by defining the different user groups within your organization based on their job needs and responsibilities.

Step 2: Metadata Schema Creation.

Develop a metadata schema that contains relevant labels and attributes for all documents within the system.

Step 3: Create libraries

Assign to libraries the various meta-data relevant to that particular library.

Step 4: Assign rights

Use the metadata schema to assign specific permissions.

  • 1st level to Libraries
  • 2nd level of metadata, and determine here on it is limiting or expanding.
assign rights to groups and metadata

Decision

Granting permissions to groups and metadata is not only a best practice for efficient document management, this also takes a crucial step toward preparing your organization for the future with AI. By setting these systems up properly from the start, you can ensure a more secure, efficient and future-proof management system that is ready to meet the challenges of modern data analytics and data security.

These strategies will not only increase operational efficiency, in this way they also pave the way for advanced AI applications, such as conversational agent, which can fundamentally change the way we work. It is therefore essential to lay the right foundations now for the future.