• 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. Create Workflow Policy (https://storage.crisp.chat/users/helpdesk/website/6Popular

• Setting up a File Sharing within a 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. File Management with Patronum Policy OFFBOARDING By hovering oveFew readers

• 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/helpFew 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

• 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.Few readers