Assigning dynamic policies

Before you register and set up users, plan and create policies. Then, during user registration, assign the policies.

If users are already registered, you can plan and create policies, however you cannot assign Registration policy settings as those apply only once, during user registration.

To create dynamic policies, use the following procedure.

  1. Determine which settings to assign to individual users or groups. For these settings, create explicit policies.
  2. Use the Policy Assignment tab on the Policy document to assign users and groups, and to assign explicit policies to users who are already registered.
  3. For each policy settings document, determine the circumstances in which aspects of policy are to be enabled and set values in the corresponding How to apply fields.
  4. (Optional) Create and assign exception policies.