How to setup user group policies and users in Sitecore Content Hub to filter and show assets with specific taxonomy values

 This issue might sound like an age-old problem and there should be tons of solutions out there to show how to use Sitecore Content Hub's user group permissions to solve it. Well, here are couple of links that shows possible solutions - content hub - How to restrict assets by Taxonomy in the Assets page - Sitecore Stack Exchange and Content Hub: How to setup Asset Type based User permission (linkedin.com).

Unfortunately, none of the above solutions completely solved the issue for me.

Business Case:

I want to setup couple of user groups - one for USA and another for France and show only assets that are tagged with these regions to corresponding users who belongs to that country.

Solution:

I setup a custom taxonomy called Region (you could also use OOTB M.CMP.Region) which has got specific regions created. Here's a screenshot of it.




I went ahead and created 2 new user groups with the following permissions.




Critical part

This critical part of the user's group configuration is what was missing from the links that I mentioned above.

By default, when you add user groups to a user, it applies an "Any" filter to all user groups that you added. If you leave it like this, the assets search page will show all assets to the user since M.Builtin.Readers has Readonly permission to all assets.


You need create a sub-policy and apply "All" to both the new user group policy that you created previously and also to M.Builtin.Readers. This ensures an "And" filter is applied to M.Builtin.Readers and your user group policy permissions so this user sees only assets that are tagged with the specific Region taxonomy value.

Hope this helps to configure user groups and users appropriately in Sitecore Content Hub to filter assets based on specific taxonomy value(s).

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