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Policies are available in FileCloud 17.3 and later.


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


The policy values in Table 1 are managed in a policy record.


 Table 1. Policy Values
Client Application Policy Default Value
Mobile Application Policies
Require Passcode for Mobile AppsNO
Disable Mobile Apps from ConnectingNO
Disable Printing in Mobile AppsNO
Disable Downloads in Mobile AppsNO
Disable "Open With" in Mobile AppsNO
Disable Sharing in Mobile AppsNO
Disable "Add to Favorite" in Mobile AppsNO
Disable "Edit" Option in Mobile AppsNO
Disable Configuration Changes in ClientsNO
Apply Configuration in Client
2FA
Enable 2FA

NO

2FA Delivery ModeEmail
Notifications
Disable All NotificationsNO
Disable User Override of Notification SettingsNO
Disable Add NotificationNO
Disable Update NotificationNO
Disable Delete NotificationNO
Disable Download NotificationNO
Disable Preview NotificationNO
Disable Lock/Unlock NotificationNO
Disable Share NotificationNO
Disable Rename NotificationNO
Disable Self NotificationNO
General
Default Web UI Version to Show2.0
Allow User to Change Web UI VersionYES
Global Share ModeAll (public and private)
Default Share Expiry in Days0
Default Max Number of Downloads Allowed0
Default Quota2GB
Enable Privacy SettingsNO
Store Deleted FilesNO
Automatically Delete Files from Recycle Bin After Set Number of Days0
Do Not Store Deleted Files Greater Than100 MB
User Policy
Disable User InvitesNO
Create Account on InviteNO
Enable Code Based Client AuthenticationNO
Admin Approval Required for Code Based AuthenticationNO
Enforce Session Timeout for DevicesNO
Allow Folder Level SecurityYES
Enable Web Edit FeatureYES
Enable Recycle Bin Clear FeatureYES
Disallow Default Share Settings ChangeNO


Working with Policy Records


 Accessing Policy Records

Watch a video on Accessing Policy Records.


To access a policy record:

  1. Log into the Admin Portal.
  2. Click Settings.
  3. Click the Policies tab.


 Creating a New policy Record

Watch a video on Creating a New Policy Record.


To create a policy:

  1. Log into the Admin Portal.
  2. Click Settings.
  3. Click the Policies tab, and then click the New policy button.
  4. In the New policy window, in Policy Name, type in a unique identifier for this policy, and then click Create.
  5. On the Policies tab, in the Manage Policy section, select the policy you just created.
  6. To configure the policy, click the edit policy icon .


(lightbulb) Instead of creating a new policy, you have the option to copy an existing policy.

To copy a policy:

  1. Log into the Admin Portal.
  2. Click Settings.
  3. Click the Policies tab.
  4. In the Manage Policy section, select the policy you want to copy.
  5. To copy the policy, click the copy policy icon .


 Managing Policy Users and Groups

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:

  1. Log into the Admin Portal.
  2. Click Settings.
  3. On the Policies tab, to open the Manage Policy Users window, click the users icon .
  4. In the Manage Policy Users window, in Available Users, select a user.
  5. Use the arrow to move the user to the Policy Users list box.
  6. To save your changes, click Close.


To assign a group to a policy:

  1. Log into the Admin Portal.
  2. Click Settings.
  3. On the Policies tab, to open the Manage Policy Groups window, click the groups icon .
  4. In the Manage Policy Groups window, in Available Groups, select a group.
  5. Use the arrows to move the group to the Policy Groups list box.
  6. To save your changes, click Close.

Manage the Recycle Bin Using Policies


 Policy Calcuations Best Practices

An effective policy for a user is calculated on multiple factors as shown in Figure 2.

Figure 2. Effective Policy Calculation Flow Chart


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

Figure 3. Selecting a Policy Scenario Flow Chart


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