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Administration Guide

Applying a policy to a folder

Applying a policy to a folder

To apply a policy to a folder:
  1. Go to a folder in Secrets > Personal Folder/Public Folder.
  2. Either select Edit Current Folder to edit the folder and skip to step 5, or from the Create dropdown, select Folder.
  3. Enter the name of the folder.
  4. From the Parent Folder dropdown, select a folder.
  5. Enable Inherit Policy, so that the folder follows the parent folder policy.

    You cannot inherit policy for a root folder.

    If Inherit Policy is disabled, from the Secret Policy dropdown, select a policy profile.

    Select Create to create a new secret policy. See Creating a policy.

    Use the search bar to look up a policy.

    Use the pen icon next to a policy to edit it.

  6. Click Save/Submit.

Applying a policy to a folder

Applying a policy to a folder

To apply a policy to a folder:
  1. Go to a folder in Secrets > Personal Folder/Public Folder.
  2. Either select Edit Current Folder to edit the folder and skip to step 5, or from the Create dropdown, select Folder.
  3. Enter the name of the folder.
  4. From the Parent Folder dropdown, select a folder.
  5. Enable Inherit Policy, so that the folder follows the parent folder policy.

    You cannot inherit policy for a root folder.

    If Inherit Policy is disabled, from the Secret Policy dropdown, select a policy profile.

    Select Create to create a new secret policy. See Creating a policy.

    Use the search bar to look up a policy.

    Use the pen icon next to a policy to edit it.

  6. Click Save/Submit.