Picture of An Overview of the Access Permissions Rules Engine | BG_AP_003

An Overview of the Access Permissions Rules Engine | BG_AP_003

In this Infigo tutorial, you'll explore the process of setting up and managing access permissions using the platform's V2 version. The video covers the essential concepts of creating connections between customers and products, and how to control access through the use of rules, scopes, and targets. You'll learn how to prioritize these rules using weightings and how to handle scenarios where multiple rules apply. Additionally, the tutorial provides step-by-step guidance on configuring these settings within the Infigo storefront, ensuring that your product access is tailored to your specific business needs.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

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Now a lot of this

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presentation is going to be presentation
slide deck based.

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Unfortunately
just because I've got a lot of different

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hopefully quite visual representations
of how the different things work,

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I've tried to build this in a way
where it really simplifies

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and clarifies
what these different scenarios do.

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I will try and jump into the software
as much as I can for context,

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but we'll see how we get on.

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Okay, so

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what we're considering,
first of all, is when we're building

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or when we're utilizing access
permissions, we're defining

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a connection
between a customer and a product.

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So a customer logs into the site.

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We are defining with access permissions

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whether this customer
can see this specific product.

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And we're going to call that a connection
between the two.

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Now you won't see the word connection
within figure itself.

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That's just what I'm using.

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It's my term just for clarifying
different areas of this presentation.

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Just so that you're aware.

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So as we

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mentioned from the previous slide,
every customer and product combination

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will initially have some form
of default access specified.

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So that's either denied or granted.

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And that's on a global basis.

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During the course of the access
permissions functionality

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we create a set of rules.

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And these rules establish connections
between the products

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and the customer along with determining
how that connection acts.

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So whether the connection is granted
or denied access.

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What we should consider

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as a starting point here is that each
customer and product combination

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can only have one connection,
so you can only grant or deny access.

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You can't do multiple things.

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However, these connections can be
addressed by multiple different rules.

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So for example, let's say we've got this,

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product detailed as a product on its own.

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That might be one rule.

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Or we've got a product detailed
as part of a category

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which might be done in another row.

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Both of them could address the product,
but only one of them can have some kind of

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overriding, capability on that connection
and, granted, deny access.

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And we'll cover how that works
during the course of the presentation.

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So first of all, what are rules?

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And I will show you how to make one of
these a little bit later on as well.

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So a rule is a connection
between a product and a customer,

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which grants or denies access between
that connection of product and customer.

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The rules are formed using

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what we call scopes and targets,

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and these allow for the specification
of more

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than just one singular customer
to one singular product within a rule.

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So, for example, a scope identifies

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either a single customer
or a set of customers to be considered

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for access,
and that scope could be a category.

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No, sorry, a department.

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It could be people accessing
from a certain country.

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It could be people with certain
customer roles assigned to them.

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All of those could be a scope
which could contain one customer.

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It could contain 100
customers. It doesn't matter.

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And then we have a target.

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And that's kind of the equivalent
for a product.

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So identifies either an individual product
or a group of products

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or a set of products
to be considered for access.

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And that target can be

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a category A product group.

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It could be a product tag.

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There's numerous different ways
we can specify it.

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And once we've got a scope and a target,
we can combine that into a rule.

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And then that rule basically, as we'll
see, will give us access to either

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grant or deny access
between that particular

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product and customer.

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So when a customer logs into their account
and accesses the storefront,

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each of those rules
that we have associated with

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the storefront
is evaluated to see if it relates

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to that particular connection,
so that particular customer and product,

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if a rule

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passes evaluation so it is applicable,

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then it proceeds to a granted
or denied stage.

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So an access stage and the rule
will specify whether that grants access

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or denies access
to that particular connection.

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Now, I mentioned earlier on that
there are scenarios where you would have

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or could have multiple rules
associated with the same connection,

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and we need a way to differentiate
which of those

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is going to be prioritized,
which of those is most important.

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And we do this with
something called weightings.

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So as we mentioned a connected customer

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and product
can be addressed in multiple rules.

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And then the weighting
is used to establish that priority.

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How this generally works.

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And again I'll show you
how to make one of these later on.

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Rules
with the highest weighting are evaluated

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first rules with a lower weighting.

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Even though they might be

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valid rules,
they will be ignored if the connection

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has already been addressed
by a higher weighted rule.

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So hopefully we can see
in the graphic here

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we've got two rules
associated with the connection.

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The lower weighted
rule has been superseded.

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It's been ignored.

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And the higher weighted rule
was then proceeded to the access or

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or grant or deny access stage.

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But then what happens

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if we have rules with even weighting,
which again is a very valid scenario.

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So if we have evaluated rules
with an equal highest weighting.

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So we can see here, for example,
that both of these rules

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associated with that connection
have a weighting of ten.

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Then all must permit the same access,

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you know, in order to grant
or deny access.

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So here, for example,
both of these access granted must

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grant it in order for the customer
to be able to see the product.

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Alternatively, if one of

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those rules gives a granted access
and one of them gives a denied access,

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that will result in a denied,

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access denied evaluation.

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So we just need both of them
to be the same result.

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So let's take a bit of a look

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at that in action before we carry on.

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So going into the actual
in figure storefront itself.

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So the back end of your storefront,

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what I'm going to navigate to is
if I type in access permissions again,

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once you have V2 activated,

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because you will get slightly
different options in the menu.

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If you've got V1 or V2 activated, bear
that in mind.

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With V2 activated,
you'll have set up access

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permissions.

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This gives you

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a few different tabs,
most of which we'll be covering today.

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What we're focusing on
first of all is scopes

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targets
and then access permissions and rules.

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And it's just a case of

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combining things into scopes,
combining things into targets,

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and then combining those scopes
and targets together to form the rules.

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And it's really easy to do so.

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This store front has been pre-configured
with a few sample products and sample

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customers just to aid this process,
but I'm going to build a scope.

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First of all.

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So if I go and add new scope.

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We then specify what
we want to be included within that scope.

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And you can see here

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the sort of range of things
that I've got the ability to choose from.

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So in our case,
I might go with something really simple

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where it could either be all customers
or it could be one specific customer,

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but it could be a department or role,
and that might group

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a bunch of customers together.

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In our example, I'll

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just pick one individual user.

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And then click Save

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so that scopes now
being created in this case

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just counting for one user.

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Next I'll go across the targets.

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Same process again. So add new target.

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And this is looking for the products
that you want to group together.

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So again this could be either
an individual product a group a category

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A tag.

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However it is that you want to
categorize them together.

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I will again just go for a very simple
simple example here.

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So just a single product.

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And then again quick save.

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And then so we can create multiple scopes
multiple targets.

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And then we need to show or create rules
for how these are going

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to be combined together.

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So if I go to the access permissions tab

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go to the rules tab.

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And then I can start
constructing rules in here.

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So I'll go to add new record.

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Then it's just a case
of selecting the scope that we want.

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So in this case we only have one.

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Selecting the target

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specifying a weighting
if it's relevant to our scenario.

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But we'll cover that more later on.

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And then specifying whether or not
this rule grants or denies access.

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So a checkbox will mean it grants
and that's a unchecked

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box will mean it denies access

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and then insert.

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And that's it.

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That's the rule created.

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And the rule will now be enacted.

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If you've got access permissions enabled.

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Now do note that when you are
playing around with creating rules

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and changing things in here,
it will need to update things within the.

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If you go back end.

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We're using these background tasks
and it will give you a notification

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when there's outstanding tasks
and when they've been completed.

 

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Individual Search Words

connection, rules, scopes, targets, prioritization, restrictions, visibility, permissions, access, combinations

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product visibility settings, customer access control, setting up permissions, defining product access, creating access rules, scope and target management, prioritize access permissions, manage storefront rules, restrict product visibility, configure customer access