Understanding User Policies

A policy is loosely defined mechanism for creating specific controls on various user accounts. This is needed for a variety of reasons, some of which we will explore as we discuss each policy type.

First, it must be noted that all policies are applied to the user account. However, Policy association can either be done via the user account manager (which is an explicit policy) or via a user group (which is an implied policy). If a policy is being enforced on a user account that has an explicit policy associated with it or a policy that was set up in the user account manager, then that user may not be allowed to log in to the system.

After learning how to access the User Policies, we will explore each policy type. It is important to understand the basic components of User Policies in order to efficiently manage your system.

To explore an account’s User Policies:

1. Select XBoost Administration > User Account Manager

2. Click “Search User Accounts”.

3. A list of user accounts is presented on the interface. If you do not see your user account on the first page, click the “Arrow” icon in the bottom right corner of the interface. This will load the next page.

4. Once you have found the user account you wish to edit, click the account name.

5. Click the “Policies” tab above the address entry form.

6. To edit any policy type, click on that policy and simply change whatever attributes are needed.

7. Click the “Save” icon for each revised Policy