Policies

Preamble

The EE server supports policies, that can be used to specify certain restrictions on a user or group level. These can be used to overwrite certain compliance settings so that individual users or groups have less restrictions. We assume that your webclient is running on https://example.com, the portal is reachable with https://example.com/portal/

TIP

This feature is only available in the Enterprise Edition.

Create Policy

1. In the portal go to Policies

   

2. Click on the plus to create a new policy

   

3. Enter a title for your policy and click "Create Policy"

   

4. Adjust Priority

   Once created, the system should directly open the new policy so you can fine-tune the settings. Adjust the priority as necessary. Settings specified in policies with higher priorities will override those with lower priorities.

   

5. Configure settings

   Under the Settings tab, chose the parameters that you'd like to overwrite and configure the value accordingly.

   

6. Configure users

   You can now apply this policy to users and/or groups. To apply this policy to users, choose the Users tab, use the search function to find the user, and then check the checkbox in the Mapped column.

   

7. Configure groups

   To apply this policy to groups, choose the Groups tab, use the search function to find the group, and then check the checkbox in the Mapped column.

   

   WARNING

   Users in general are allowed to leave groups. As such policies should always grant permissions, so that a user cannot bypass restrictions by leaving a group.