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Export control adds a group-based access decision on top of ION’s standard roles and permissions. A person needs an allowed identity-provider group to reach export-controlled parts, procedures, and runs. Their normal ION permissions still determine which actions they can perform on the records they can reach.

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How ION decides access

During sign-in, ION reads the group memberships your identity provider sends through its standard group data. For each request, ION checks that membership for an exact match with either of these group names:
  • Employee Export UnRestricted
  • Export UnRestricted
If either name is present, the person is export-unrestricted for that session. A missing group, an empty group list, or any other group name keeps the person export-restricted. Everyone is export-restricted by default until they belong to one of the allowed groups.
The export-control decision reads your identity provider’s group membership, not an arbitrary SSO attribute. If your identity provider stores the entitlement in another attribute, map that value into the group data your SSO connection sends before ION can act on it.

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What export control protects

Export control applies to three record types. The effect on an export-restricted person is the same for each: the record is filtered out. Because ION filters these records before an update can load them, an export-restricted person can’t edit an existing export-controlled part, procedure, or run. They also can’t mark a part, procedure, or run as export-controlled.
Export-control filtering covers parts, procedures, and runs. Related records keep their own access behavior. Part inventory records aren’t filtered, but an export-restricted person can’t update inventory tied to an export-controlled part.

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Configure export-control access

  1. Contact First Resonance Support to enable export control and confirm that your SSO connection sends identity-provider group membership to ION.
  2. In your identity provider, create or identify a group named exactly Employee Export UnRestricted or Export UnRestricted.
  3. Add each person who can access export-controlled records to one of the allowed groups. Keep everyone else out of both groups.
  4. After you change group membership, have the affected person start a new sign-in session so ION receives their current groups.
ION doesn’t manage export-control group membership. You manage it in your identity provider.

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Mark a record as export-controlled

An export-unrestricted person sets the flag on the record itself:
  • On a procedure, turn on the Export control toggle.
  • While creating a run, turn on Export controlled.
  • On a part, set the export_controlled column to true when you import parts.

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Verify the restriction

  1. Prepare a controlled test record:
    • On a test procedure, turn on Export control, then create a run from that procedure.
    • To test a part, import a test part with export_controlled set to true, then associate it with a run.
    • To test a run on its own, turn on Export controlled while creating the run.
  2. Sign in with an account in one of the allowed groups that also has the ION permissions the records need. Confirm that the part or procedure and its associated run are available.
  3. Sign in with an account outside both allowed groups. Confirm that list results omit the controlled records and that a direct link returns not found.
  4. If the part has inventory, confirm that the inventory record stays visible but an update to it is blocked.