rencore.com (opens in a new tab) Start a trial (opens in a new tab)
Guide

Create a custom policy

Last updated Policies

AI summary

Build a custom policy with the Policy Builder when no template fits your needs. You select the object to check, set up filter conditions using AND/OR logic, enter a title and severity level, then save. The policy gathers data from the last scan to show violations based on your custom logic.

Build your own policy with the Policy Builder when no template checks what you need. You choose the object, set the logic, then name the policy and set its severity.

Before you begin

  • Your Rencore role includes the Create Policy permission. Owner, Admin and Contributor have it. See Rencore roles.

Steps

  1. Click Policies on the Nav Panel.

  2. Click Policy Options ([…]) > Create Policy. The Policy Template Library opens.

  3. Click Create Custom Policy in the top right. The Policy Builder opens on the Logic screen.

  4. Select the object that the policy reports the violation on in the drop-down (e.g. Users).

  5. Click Add Filter.

  6. Select a field for the Filter condition. You can add more filter properties with the AND/OR attributes, and add related objects to the logic.

    Example: to show users who are not in the United States, select "Is External" in the field and the query "Is False". Then click the "+" button and choose "Add Condition". In the new field, select "Country or Region", set the query to "Does Not Contain" and enter "United States" as the value.

  7. To group the violations around a related object, click + Summarize By, then select the object in the drop-down.

  8. Click Preview to see a selection of the results from the logic.

    Use Preview each time you add to the logic, to see how the results change as you build the policy.

  9. When the logic is right, click Next in the top right corner.

    Policy Builder Logic step for Teams with very few owners, Next highlighted

  10. In the Title field, enter a unique name for the policy (e.g. Non-USA Users).

    A green tick appears when the title is unique, and you can then save the policy. The title is limited to 50 characters and the description to 250 characters.

  11. In the Description field, enter a description for the policy (e.g. Show users that are outside the United States).

  12. Select the Category in the drop-down.

  13. Select the Severity of the violations: Information (lowest), Low, Medium, High or Critical (highest).

  14. Select the Icon in the drop-down. This is usually the connector the object belongs to.

  15. Click Save in the top right corner.

    Policy Builder Details step with title, description, category, severity and icon, Save highlighted

What you see

The policy gathers data and shows results based on the data from the last scan. If you do not want the policy to be enabled, toggle it off.

New policy page while the policy is created, with the ON toggle highlighted

Frequently asked questions

Which role permission do I need to create a custom policy?

You need a Rencore role that includes the Create Policy permission. Owner, Admin and Contributor have it.

How do I start building a custom policy in the policy builder?

Click Policies on the Nav Panel, then click Policy Options ([...]) > Create Policy. In the Policy Template Library, click Create Custom Policy in the top right. The Policy Builder opens on the Logic screen.

Can I check the results while I build the policy logic?

Yes. Click Preview to see a selection of the results from the logic. Use Preview each time you add to the logic to see how the results change.

What are the length limits for the policy title and description?

The title is limited to 50 characters and the description to 250 characters. The title must also be unique; a green tick appears when it is.

Which severity levels can I choose for a custom policy?

You can choose Information (lowest), Low, Medium, High or Critical (highest).

Next steps

Related pages

Related pages