Policies

To access a policy record:

1. In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Policies

   

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   The Policies page opens.
   

   

   
   

To create a policy:

1. In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Policies

   

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   The Policies page opens.
2. Click New Policy.
   

   

   
   
3. In the New policy window, in Policy Name, type in a unique name for this policy, and then click Create.
   

   

   
   The policy is created and appears in the Policies list.
   
4. Edit the new policy to configure settings.
   

   

   
   

Instead of creating a new policy, you have the option to copy an existing policy including changes you have made to its settings..

To copy a policy:

1. In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Policies

   

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   The Policies page opens.
2. Click the copy icon next to the policy that you want to copy
   

   

   
   In the Copy from dialog box, enter a name for the policy, and click Copy.
   

   

   
   
   The new policy appears in the list of policies:
   

   

   
   

A policy can be assigned to one ore more user or group.

To assign a user to a policy:

1. In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Policies

   

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   The Policies page opens.
2. Click the user icon next to the policy that you want to assign a user to.
   
3. Use the arrow to move the user to the Policy Users list box.
4. To save your changes, click Close.
   

To assign a group to a policy:

1. Log into the Admin Portal.
2. Click Settings.
3. On the Policies tab, to open the Manage Policy Groups window, click the groups icon.
4. In the Manage Policy Groups window, in Available Groups, select a group.
5. Use the arrows to move the group to the Policy Groups list box.
6. To save your changes, click Close.

Beginning with FileCloud Version 21.3, you can see which users and groups are members of a policy by exporting them.

To export policy members:

1. In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Policies

   

    .
   The Policies page opens.
2. To export a policy's users and groups to a csv file, click the export (right arrow) icon next to the policy.
   

   

   
   A csv file listing the individual users in the policy and users in groups in the policy is exported. The file includes the following fields:

   

An effective policy for a user is calculated on multiple factors

Policy Selection Scenarios

Case 1: User with no policy assigned : Global Default Policy will be used 

Case 2: User with specific policy assigned: Assigned policy will be used

Case 3: User is a member of multiple groups, No Policy is assigned to user or group: Global Default Policy will be used

Case 4: User is member of multiple groups and multiple groups have policies: One of the group policies will be used (Randomly selected). 

Case 5: User is a member of multiple groups and has specific policy assigned and groups have their own policies: User assigned policy will be used

Selecting a Policy Scenario Flow Chart