• Creating a Policy

  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. For a User based policy select Directory, for [Patronum+ Drive based poliPopular

• Creating an offboarding policy

  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 an Offboarding 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](https://storage.crisp.chat/users/helpSome readers

• Creating a SendAs Alias

  Create SendAs Alias Address Via Policy Select SETTINGS tab Expand Aliases Select ADD NEW ALIAS Create SendAs alias using the Patronum macros. Once you have enter the details select SAVE.Some readers

• Setting up a File Sharing within a policy

  Set up a File Share Policy Share files and folders, or transfer ownership to an Executor from within the FILES policy. ONBOARDING 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. | How about adding a short cut to a Google Shared Drive folder right into a users My Drive?Some readers

• How to configure Emergency Offboarding

  Sometimes it's necessary to offboard a user quickly or manually, without having to trigger an offboarding policy. That is where the Emergency Offboarding option can be extremely useful. When configured, the Emergency Offboarding option allows an administrator to run a specific policy against a user, without it having to match the WORKFLOW criteria of a policy. Configure Emergency Offboarding [Create an Offboarding Policy](/en/aFew readers

• Configuring email routing to a Google Group when offboarding

  One of the common use cases when a user leaves an organisation is routing their email to a Google Group so that emails can still be delivered long after the user account has been deleted. To achieve this you will need to select the SETTINGS tab, and scroll down to the Security section. Within the Security section select Rename User, here you can rename thFew readers

• How to Add Users automatically to Google Chat Spaces

  Within a Patronum policy you can automatically provision users into existing company Google Chat Spaces. From the Spaces Tab select the Space you want Patronum to manage the automatic membership of. ||| Patronum will automatically add and remove users from Google Spaces based on policy criteria.Few readers

• Running Weekly Reports via a Policy

  Scheduling regular reports Within Patronum it is possible to run a scheduled recurring report against the users within your Google Workspace Directory. Check for things such as suspended accounts, or accounts not signed in for the past 30 days etc. To do this you need to first create a policy. Within the Conditions section select the User, Groups or Organisational Units (OU) that you want to target. You can also excluFew readers

• Adding and Removing profile information via a Policy

  Within Patronum it is possible to remove profile information as well as simply add it to the users via a policy. By toggling the User Details section you can either add or remove specific attribute data. The default action is to add information to the users profile, however when the toggle is configured to Remove profile information can be remove. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• Creating Email Templates

  With Patronum you can send emails to new users, managers, as well as other groups and individuals as part of an on or offboarding policy. Creating an email template is very simply to creating an email signature template as it uses the same values and conditions. Creating an email template Select the Settings menu item. Select the ADD EMAIL TEMPLATE button ![Few readers

• Setting to email routing to a Google Group when offboarding

  Within Google Workspace it is common to set up email routing to forward emails to another address or group when a user is removed. As part of a Patronum offboarding policy this can be achieved by the following steps:- Within the SETTINGS tab of the policy expand the Security section. Configure the User Renaming section. ![Rename User](https://storage.crisFew readers

• Viewing policy execution logs in Patronum

  Overview Policy execution logs show you when your policies ran, their status (success or failure), and details for each action. You can access these logs directly from your Patronum dashboard to monitor policy activity and troubleshoot issues. Accessing policy execution logs Follow these steps to view your policy execution history: Log in to app.patronum.io with your Google Workspace account From within the Patronum interface, click the bell icon (🔔) inFew readers

• New Patronum User Interface Changes 2026

  In December 2025 the Patronum user interface went through a minor UI upgrade to make way for future enhancements and streamline some of the sections within Patronum. The main changes to the User Experience are within the Policy and User Profile sections of Patronum. Policy Page Here we have move some of the less utilised sections into the SETTINGS area. ![New PolicFew readers

• When will my policy run?

  Policies in Patronum run every hour by default. Your policy will execute during the next hourly cycle after you set it to Active—it won't run immediately upon creation. | Before your policy will run: You must set the policy status to Active. Newly created policies remain inactive until you explicitly activate them. Default hourly execution Once active, Patronum checks and executes your policy every hour. The exact timing depends on when the hourly cycle runs, so there may be up to a 60-Few readers