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docs(pro): groups own and run their Triage Engine rules and Report Builder content - #16702

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@blakeaowens blakeaowens commented Nov 5, 2026 •

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Description

Documents group ownership of Triage Engine rules and Report Builder templates, a DefectDojo Pro feature:

  • Groups own rules, templates, blocks, themes and schedules; the Group, Specific Groups and Everyone visibility, Share and Transfer, and the instance tier every existing item keeps.
  • Each group's automation identity: the service user its rules and report schedules run as, with exactly the group's access.
  • The role editor's Group Content table, the seven node-family permissions under Rule, and the steps to give a group its own rule writers (clone Maintainer, add the Rule permissions, assign it as the membership role).
  • The rule editor's Runs As panel, the node palette, findings a rule may not edit (skipped and counted in the run trace), and the names a group's rule may reference.
  • Import matching rules by identifier (names are no longer unique), with Create, Skip and Overwrite.
  • The group page's Rules, Report Templates and Schedules tabs, and Settings > Unowned Content.
  • The /api/v2/ share/ and transfer/ actions and the scope and owner_group list filters.
  • The Group Ownership feature flag is off by default, and the pages say what turning it on grants (the built-in Writer, Maintainer and Owner roles carry Report Template Add, Edit and Delete).
  • Archive Findings and Delete Findings Permanently act only on Findings the rule's identity may edit or delete.
  • Changing a group's rule needs Rule Edit and membership of the owning group; deleting it needs only Rule Delete.
  • Preview in the rule editor runs with the viewer's own access, not the group's.
  • Owned By must be picked before a rule is saved, a template adopted or rules imported when there is more than one choice; Duplicate asks where the copy goes.
  • An Unowned item cannot be shared until it is transferred; a template keeps blocks and themes already on it, and a schedule moves into a group only after its template.
  • With the Group Ownership flag off, the role editor lists Rule and Report Template under Global Feature Permissions; a group's automation identity cannot be disabled through the Users API, and its name follows the group's.

English pages only; the other languages are translated automatically.

…ates

Groups own rules, templates, blocks, themes and schedules; the group automation identity; the Group Content role table and node-family permissions; Share, Transfer, Runs As and Unowned Content; import by rule identifier; skipped findings in the run trace.
@blakeaowens
blakeaowens requested a review from Maffooch as a code owner November 5, 2026 14:12
@blakeaowens blakeaowens added this to the 3.5.100 milestone Nov 5, 2026
@github-actions github-actions Bot added the docs label Nov 5, 2026
… the edit fence

Group Ownership is off by default, and turning it on lets members whose group role
carries Report Template Add, Edit or Delete author that group's Report Builder content.
Archive Findings needs edit permission on a Finding and Delete Findings Permanently
needs delete permission, like every node that changes Findings.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@blakeaowens blakeaowens changed the title docs(pro): groups own Triage Engine rules and Report Builder templates docs(pro): groups own and run their Triage Engine rules and Report Builder content Nov 6, 2026
…te to, Preview access, role editor with the flag off)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

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