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, on the Settings navigation page, click Policies 
.
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:
- 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.
Watch a video on Creating a New Policy Record.
To create a policy:
- 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. - Click New Policy.
- 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. - 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:
- 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. - 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:
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:
- 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. - Click the user icon next to the policy that you want to assign a user to.
- 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:
- 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. - 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:
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 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
