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How to Manage Policies in gPanel

Contents 

Policies is a governance framework for the enterprise tier. It allows you to establish and enforce standardized configurations that automatically maintain a consistent environment across your organization, such as ensuring all employees have a uniform, brand-compliant email signature and standardized Gmail labels. Beyond branding, it is essential for proactive security and compliance, where the system regularly audits and reverts unauthorized changes to Drive sharing permissions, group memberships, and contact synchronization to ensure your data and directory remain secure and organized by default.

Create Policy

  1.  Select ‘Create Policy’ Button on the top Right of the table.

    gPanel Policies dashboard with the Create Policy button highlighted to begin setting up automated governance rules.

  2. Fill out the basic information: 
    1. Basic Informations:
      1. (required) Policy Name: Any Policy Name applicable for the policy the user will create.
      2. (required) Policy type: Choose between standard or new user creation, by default it is set to standard
      3. (optional) Description: Any applicable description can also be left blank
      4. (required) checkbox manual run or scheduled run: if set to scheduled a new stepper schedule needs to be filled out. 
    2. (optional) Email Notifications: Select user or user groups for send out email notifications.

          gPanel Create Policy interface showing Basic Information setup, including policy type, scheduling options, and email notification settings.

       3.   Select the actions you would like to occur when this policy runs. There are different actions to                  choose from all available actions listed below:

  • Add Delegate To Account
  • Add Send As
  • Add To Group
  • Add To Shared Drive
  • Change Contact Sharing
  • Change cPanel Role
  • Change gPanel Role
  • Change IMAP
  • Change POP
  • Clear Primary Calendar
  • Create Gmail Filter
  • Create Gmail Label
  • Disable Two Factor
  • Duplicate User Groups
  • Force Password Reset
  • Hide From Directory
  • Last Login Action
  • Reassign Aliases
  • Remove Delegate From Account
  • Remove Domain Findable Shares
  • Remove From Group
  • Remove Public Shares
  • Remove Specific Shares
  • Set Forwarding
  • Set Organization
  • Set Profile Information
  • Sign Out User
  • Suspend User
  • Unsuspend User
  • Update Mobile Devices
  • Suspend Inactive Users

gPanel Create Policy Actions interface for selecting specific automated tasks to occur when a policy runs.

       4.  Define the specific targets (users, groups, organizational units, or domains) that a new policy will apply to. Users can move selected individuals from the "Choices" list to the "Chosen" column while also specifying any particular users who should be excluded from the policy's actions.

gPanel Create Policy Targets interface showing options to select Target Type by User, Group, Org Unit, or Domain and an exclusion search field.

       5. Selecting Scheduled run will prompt this step, where you must define the specific time and frequency for the policy to execute.
 
 gPanel Create Policy Schedule interface showing options to set the time and frequency for automated policy runs.

      6. Review and Save. Carefully review your configured policy to ensure accuracy. Once confirmed, click 'Create Policy' to save your settings.

gPanel Create Policy Review screen displaying a summary of basic information, actions, targets, and schedule before final creation.

Edit Policy

  1. Locate the policy you wish to change and click the pencil (Edit) icon in the Actions column.
  2. Modify the necessary fields within the policy configuration.
  3. Click the Update Policy button to finalize and apply your changes.

gPanel Policies action bar with the pencil icon highlighted for editing existing management policies.

Clone Policy

  1. Locate the policy you wish to clone and click the clone icon in the Actions column. 
  2. Read confirmation message and Select Clone Button. 

Note: this is to duplicate the policy.

gPanel Policies action bar with the clone icon highlighted for duplicating an existing policy configuration.

Manual Run

  1. Select the Policy you want to run. 
  2. Select the Play button to manually run a policy. By manually running the action takes place.

gPanel Policies dashboard with the Play icon highlighted to manually run a selected management policy.

Delete

  1. Select the Policy want to delete
  2. Select the trash icon button. 
  3. Confirm Deletion.

gPanel Policies dashboard with the trash icon highlighted for deleting selected management policies.