How do I create a policy?

Policies are rules that are checked before a user can complete an action. This includes all policies created by the system, the owning company, as well as policies that are tied to the acting user. The process is as follows:

1. Select Policy Type: Begin by selecting a policy type from the list below. The type defines the general category of the rule (e.g., Access Control, Content Sharing).

2. Define Conditions: Once you've selected a type, you will set the specific conditions for that policy. These are the detailed rules that are evaluated to produce one of three outcomes:

   • Pass: The condition is met.

   • Fail: The condition is not met.

   • Not Applicable: The condition does not apply to this specific situation. (considered a Pass)

The "All or Nothing" Rule: For a user's action to proceed, it must pass all conditions on all relevant policies. If even a single condition results in a "Fail," the entire action will be considered a failure and will be blocked.

Have questions or want additional guidance? Contact support at support@smartcert.tech and we'll be happy to assist!