Directory Policy
  • 09 Sep 2021
  • 1 Minute to read
  • Dark
    Light
  • PDF

Directory Policy

  • Dark
    Light
  • PDF

There are no default Directory Policies.

To create a new Directory Policy

Once Directory Integration is complete (see Adding Active Directory Groups using Powershell) proceed with the following steps.
Create Directory Policy.png

  1. Click on Directory (under Configuration > Policies) in the left-hand navigation menu bar.
  2. Click on Create Policy button.
  3. Enter a Policy name.
  4. Select the Directory Service to use.
  5. Enter Allowed User SIDs (optional, not recommended)
  6. Click Create.

To Modify a Directory Policy, click on the checkbox field of the Policy you want to modify. Then click the Actions button. Click Modify. Change the appropriate fields and click Modify.

To Manage a Directory Policy, click on the checkbox field of the Policy(s) you want to manage. Then click the Actions button. Click Manage. Here you may edit previously defined fields from creation.

To Import Groups from Directory Services, Manage your Directory Policy, then click the name of the policy as a hyperlink. Click the Import Groups button. You can search for specific groups of Import All. You will be prompted to select a User Role for the imported groups.

Assign a User Role to each group. Select Group Name(s) and click the Actions button and choose Modify Group. Select your User Role (Subscriber, Contributor, Operator, Custom Role).

To Delete a Group, select Group Name(s) and click the Actions button. Click Delete Group.

To Delete a Directory Policy, click on the checkbox field of the Policy(s) you want to delete. Then click the Actions button. Click Delete. Click Delete again to confirm.

A Directory Policy cannot be deleted if the policy is assigned to a Circle.


Was this article helpful?

What's Next