Policies
You can manage users and groups easily using policies.
- Policies enable you to manage settings at the user or group level
- One policy record manages multiple policy settings
- The policy record can be associated with a user or group
To manage FileCloud policies, click Settings in the navigation pane, and then click the Policies tab.
The policy values in Table 1 are managed in a policy record.
Working with Policy Records
Watch a video on Accessing Policy Records.
To access a policy record:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab.
Watch a video on Creating a New Policy Record.
To create a policy:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab, and then click the New policy button.
- In the New policy window, in Policy Name, type in a unique identifier for this policy, and then click Create.
- On the Policies tab, in the Manage Policy section, select the policy you just created.
- To configure the policy, click the Edit icon
.
Instead of creating a new policy, you have the option to copy an existing policy.
To copy a policy:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab.
- In the Manage Policy section, select the policy you want to copy.
- To copy the policy, click the Copy icon
.
Watch a video on Managing Policy Users and Groups
A policy can be assigned to one ore more user or group.
To assign a user to a policy:
- Log into the Admin Portal.
- Click Settings.
- On the Policies tab, to open the Manage Policy Users window, click the users icon
. - In the Manage Policy Users window, in Available Users, select a user.
- Use the arrow to move the user to the Policy Users list box.
- To save your changes, click Close.
To assign a group to a policy:
- Log into the Admin Portal.
- Click Settings.
- On the Policies tab, to open the Manage Policy Groups window, click the groups icon
. - In the Manage Policy Groups window, in Available Groups, select a group.
- Use the arrows to move the group to the Policy Groups list box.
- 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:
- Go to Settings > Policies.
- Under Actions for the policy, click the right arrow icon.
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:
Manage the Recycle Bin Using Policies
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 policy 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
