Assign Policies to Documents, Pages, and Nodes

Create policy definitions in /knowledge-policy, then assign them from a document's Access Policy step in /knowledge-documents.

Review current assignments

The policy summary shows the document policy, page overrides, and node overrides. Remove an assignment from this summary only when the content should inherit a broader policy.

Assign a policy

Select Assign Policy, choose a policy, and use one tab:

• Document: applies the policy to the whole document.
• Page Override: enter a page number and replace the document policy for that page. Page numbering in this control starts at 0.
• Node Override: enter search text, select matching nodes, then assign the policy to those nodes.
• Smart Assign: bulk-assign by PII or entity groups detected during LLM Enrichment.

After changing policies on an embedded document, select Sync Access under Sync Access to Search Index. Test with an allowed role and an excluded role before relying on the result.