Policies

 

The Policies page enables you to add policies and list all the policies for your organization. This page allows you to have a first glance insights into each of the policies and allows you to determine which ones needs a closer look. From this page you have the following actions available:

 

      Adding a new policy

This is used to add or create a new policy for the organization

 

      Recheck Policies

      This option is used to trigger the policy engine to run with the most recent synced data

 

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To add a policy:

 

1.  Select Add Policy, you will be navigated to the Policy Creation (or edit) wizard.

 

2.  Select the Policy Type.

 

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1.  Under Policy Type, you will be provided with the following Policy Options:

 

      Guest Access Policies

 

      Team Settings Policies

 

      Advanced Policies

 

2.  After selecting the Policy type, use select the template to configure.

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3.  Select one of the templates to be directed to the details page

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4.  Templates.

      Each of the policies has the key attributes that are required for the policies in general and template specific requirements.

 

      Scope needs to be selected where the particular policy is applied (for example: tenants, teams, managed scope etc.)

 

      Advanced Policies type can only be applied to adaptive scopes

 

      Action assigned option allows you to choose between Reporting and workflow.

 

By default, the Reporting only option will be selected, and it will not trigger any actions and only provides a report

 

By Selecting the workflow option, you can trigger a workflow once issue is found for this policy, and it will automatically initiate a workflow

 

 

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5.  Select Create if the information is correct in the Review Policy Configuration Page. The Policy will then be created. You will be navigated to the completion page.