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Security Policies

Define Security and Compliance Policies for your organization.

Policy Types​

Access Control Policies​

  • Password requirements
  • Session timeout
  • Two-factor authentication
  • IP restrictions
  • Device restrictions

Data Handling Policies​

  • Data retention periods
  • Encryption standards
  • Backup frequency
  • Archive procedures

Compliance Policies​

  • Audit requirements
  • Regulatory compliance
  • Document retention
  • Export controls

Usage Policies​

  • Acceptable use guidelines
  • Data classification
  • Confidentiality agreements
  • Approved integrations

Creating Policies​

  1. Go to Organization Settings
  2. Go to Security → Policies
  3. Click New Policy
  4. Define policy details
  5. Set enforcement level
  6. Publish

Policy Enforcement​

Soft Enforcement​

  • Warnings but allow override
  • For guidance/suggestions

Hard Enforcement​

  • Prevents non-compliant actions
  • Required compliance
  • No workarounds

Best Practices​

  • Document all policies
  • Communicate to staff
  • Review regularly
  • Update as regulations change
  • Train on compliance
  • Enforce consistently
  • Audit compliance

See Also​