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Work with IP address rules

System administrators can use the IP address rules feature to configure restriction rule sets for case access by user IP address. Rule sets can be assigned to one or more organizations. If organization security is enabled, cases in a given organization can use only rule sets that are assigned to that organization.

Case administrators can apply the rule sets to their cases on the Properties page for a case. When a user from a restricted IP address attempts to access the case from the Portal Home page, the link is not active and Access restricted appears as a tooltip. Users are also restricted from accessing the case from another link or location within Ringtail. For information about how to apply rule sets to cases, see Edit case properties.

IP address rule sets work as follows:

●For an Allow rule set, only users accessing Ringtail from an IP address added as part of the rule set can access the case when that rule set is applied. Users accessing Ringtail from an IP address that is not included in the rule set will see an Access restricted tooltip on the Portal Home page.

●For a Deny rule set, users accessing Ringtail from an IP address added as part of the rule set will see Access restricted on the Portal Home page when that rule set is applied. Users accessing Ringtail from any other IP address can access the case.

System administrators are exempt from the IP address restrictions enforced by the allow and deny rules.

View and edit IP address rule sets

Use the following procedure to view configured IP address rule sets.

1.On the Portal Home page, under Portal Management, click Settings.

2.In the navigation pane, click IP Address Rules. The following columns appear on the page:

3.Click the name of a Rule set to view the following details about the rule set:

oThe Properties page displays the type of Permission, which cannot be edited. You can use this page to change the rule set Name and Description, if necessary, and then click Save.

oThe Organizations page displays the entire organizations list for this rule set, including providers and clients. Client organizations appear indented below their provider. Select or clear the check boxes, and then click Save to change the organization associations. Selecting a provider does not automatically select its clients.

oThe Rules page displays all currently configured rules for this rule set. In the Rule column for a selected rule set, hover over any value to view a tooltip with the IP address range for the rule set. A single IP address value appears for single IP address rule sets. You can add and delete rules from this page.

Add an IP address rule set

Use the following procedure to add an IP address rule set.

1.On the Portal Home page, under Portal Management, click Settings.

2.In the navigation pane, click IP Address Rules.

3.Click Add.

4.On the Rule details page, select Allow or Deny, and add a Name and optional Description for the rule. Click Next.

5.On the Organizations page, if you are using organizations security, select the provider and client organizations that you want to make the rule available to. Click Next.

6.On the Rules page, browse for the rules text file. Each line in the text file should contain a single address or an IP address range with a network mask.

7.Click Save.

Rules are not in effect until an administrator selects a rule set on the Properties page for a case.

Delete an IP address rule set

Use the following procedure to delete an IP address rule set.

1.On the Portal Home page, under Portal Management, click Settings.

2.In the navigation pane, click IP Address Rules.

3.Select at least one rule set and click Delete, and then click OK.

A warning message appears if any rule sets are assigned to a case.

Note: After deletion, on the case Properties page, No Rule appears in the IP address rule text box.