RapidIdentity Product Guide

Add or Edit a Policy

Policies can be added, edited, and removed. Follow the corresponding steps below.

Add a New Policy

  1. Click on the Add icon (add.png) at the bottom of the screen.


    Once selected, the user will receive a message that reads:

    New policy has been initialized, but will need to be saved once required items are addressed. Actions are disabled prior to saving.

    Once all of the required fields are completed, the new policy can be saved.

  2. Enter a name for the Policy.



    This is a required field.

  3. There are three main tabs. See User Policies for a granular description of each tab's field.

    1. General Tab

      • Click the Enabled checkbox to activate the policy.

      • Enter a short description for the policy.

      • Set the User or Group Base DN Filter to define the user base that the policy will apply to.

      • Include Sub-Containers is enabled by default; uncheck to disable if necessary.

      • Set the User or Group LDAP Filter to define the user base that the policy will apply to.

      • Exclude Users or Groups as needed by clicking the Exclude button exclude.png below the Excluded Users section.

        1. Begin typing in the user or group's name.

        2. Select the user or group from the drop-down list.

      • Click Save to save all General tab definitions.

    2. Home or Group Folder Tab

      • Enter the drive letter in which the Home Folder will be mounted.


        This is not listed for Group Policies.

      • Select a template for the folder.


        This is a required field.

      • Enter the UNC Path to define the location of Home Folder. Optionally, use the magnifying glass icon glass.png to search and select attributes. To use the magnifying glass icon, the UNC path must be completed up to the attribute, since the search option searches for the attribute to attach to the UNC path.


        This is a required field.

      • Enable Create Private or Group Share to allow the folder to be shared privately.

      • Enable Hidden if the folder will be hidden from a user, multiple users, a group, or multiple groups.

      • Add Access Control Entry as needed by clicking the Add button add_exclusions.png below the ACL section.

        1. Enter the Trustee by clicking on the curly brackets curly_brackets.png and select from the drop-down list.


          Optionally, click the magnifying glass magnifying_glass.png to search for users or roles.

        2. Select the proper permissions.

        3. Click Save.

      • Click Save to save all Home or Group Folder tab definitions.

    3. Actions Tab

      1. Make appropriate changes to the default checkboxes.

      2. Select the allowed move times. This is usually designated for the organization's nonoperational times to avoid disruption.



        To select an entire day, click on the day on the left. Additionally, clicking on a time from the top will select that time for all days of the week.

        Additionally, to select all time slots and days, click on the box above Sunday.

      3. Click Save to save all Actions tab definitions.

Edit an Existing User Policy

To edit an existing User Policy, select the policy from the list to view its details. Make appropriate changes and click Save to retain changes.

Changes can be made in all three tabs: General, Home Folder, and Actions. See the Add a New Policy section of this documentation for more details. Additionally, User Policies and Group Policies contain a granular description of each tab's field.

Edit an Imported Policy

After importing a policy, if the folder template the policy calls for does not exist, the following message will appear on the screen: [Policy name] imported successfully, but has been disabled because it references a folder template that does not exist in this environment.

Follow these steps to edit the imported policy to match the new environment:

  1. Home or Group Folder tab - select the appropriate template and verify the UNC Path.

  2. General tab - enable the policy if needed

  3. Click Save.

Delete a Policy

  1. Select the policy from the User Policies list to highlight it.

  2. Click on the Delete Delete.png icon.

  3. Click Yes to confirm the deletion of the policy.


The policy's name will be removed from the User Policy list.