How do I create policies?

  1. Choose Policies from the left menu.
  2. Click on the Add New Policy
  3. Choose a name for your new Policy and type it in the Policy Name
  4. Choose your which type of policy this new policy will be from the available list
    1. Standard Policy
    2. Sender Domain Policy – flags content sent from specific domains, for instance, any email from SEC.gov
    3. Recipient Domain Policy – flags content sent to a domain, for example, any message sent to NCAA.org would get flagged as policy violations.
    4. Sender And Recipient Domain Policy – flags content to or from domains that you name, for instance any email to or from FBI.gov would get flagged as policy violations.
    5. Encrypted Password Protection Policy – flags emails with password protected or encrypted files.
    6. Attachment Policy – flags messages with attachments. An example of when this would be useful is if you wanted to use a policy to monitor specific users to make sure they were not sending confidential files to their personal email account.
    7. Whitelist Sender Email Policy – this policy type lets you create a list of senders for whom you do not want to flag email. For instance, newsletter@vanguard.com
    8. Whitelist Sender Domain Policy – with this policy you can create a list of domains from which you do not want to flag emails. An example might be, amazon.com
    9. Website Modified Policy – this policy type allows you to flag an instance when one of your web pages is changed, added, or removed.
    10. Website External Policy – with this policy type enabled you will flag any web page that has a link to an external website.
    11. Website Mandatory URL Policy – this policy type is useful if you are required to have a link to FINRA.org, SEC.gov or any other link on your website. MessageWatcher can flag web pages that do not have the link that they should have.
    12. Machine Learning Policy – this policy type is used if you are using our optional Machine Learning service which helps look at things like, employee sentiment, possible theft, unusual activity, off-hours activity and more.
  5. You can choose to duplicate an existing policy by choosing it from the drop down list under Copy Existing Rules if it will save you time or you can leave it as the default of Do Not Duplicate which means the new policy will not have any rules in it until you add rules to the policy.
  6. Under the Message Nature title, you can choose which types of communication you want to flag when rules in this new policy are violated. Inbound refers to messages coming in from outside servers or users, Internal is communication between your users and Outbound is communication from your users to outside domains.
  7. Click on the box next to Email Notification if you would like to be notified when there is a policy violation for this new policy.
  8. In the Additional Notification Address(es) box you can type the email addresses of others that you would like to have receive a notification anytime this policy is violated.

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