Policies within Patronum are extremely powerful and can be used to create workflows for onboarding and offboarding of users based on specific criteria such as new users, job title or even date.

To create a Policy workflow follow these steps:

WORKFLOW

From within the Policy section select the create (+) icon.
Give the policy a name and description. These will be used in any email notifications or approvals.
Create Workflow Policy
Start to define your policy be configuring the workflow conditions. From here you can define which users you want the policy to be applied to.
Policy Conditions
You can base your policy on all Users, by users in Organisation Unit, or by a Google Group. You can also exclude users based on a Google Group.
Further filtering of your user cohort is possible, such as filtering on Last Sign In, Department or Job Title
Policy Filters
The last section (Actions) with the Workflow is used to define specific users within the workflow.
Executor - Used when a user is being offboarded. The executor is the account which Patronum will move data to, such as email, files or calendar items.
Approval - This user is required to approve the workflow before it is allowed to run.
Notify - This user will be notified that the policy has became.

Once the workflow elements have been completed and you have verified that you are happy with that grouping, you can go on to define what the policy will do.

PROFILE

Within the PROFILE section you can update user attributes such as Job Title, Manager, Department, Cost Centre and many more Google and Custom defined attributes.

GROUP

Within the Group section you can automatically ADD users to specific Google Groups as well as remove them for offboarding.

CALENDAR

Add your Google Workspace users a Google Calendar, or for an offboarding policy remove or reassign the users calendar to an Executor

CONTACTS

Automatically add Google Contact Sharing to users based on the policy for onboarding or transfer ownership of the contacts to an Executor

FILES

Share files and folders, or transfer ownership to an Executor from within the FILES policy. Right click all allows you to Add, Make a Copy of someone files and folders, or Create New Folder to help with Google Drive organisation.

File Management with Patronum Policy

SIGNATURE

Add an email signature to your users. Further information on email signatures can be found within the email signature management section.

SETTINGS

Patronum supports a wealth of additional Google Workspace settings, from Labels, Delegated Access and Security. From within the SETTINGS section you have access to all of these settings.
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