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Plan Your Policy Structure

Create your policy structure in a manner that works best for your organization. You might want to create most of your policies at one time, perhaps using a table matrix to plan out the combination of permissions. Or, you might want to create policies, as you find the need.

As you create policies, consider the following:

  • Establishing a naming convention for your policies: In the policy name, you might want to include the scope or area of permission, the user role, or perhaps a vendor or region assignment.

For example:

  • Full Control X Project EU

  • Local Admin VendorX Segments

  • Provide comprehensive descriptions: You can use the description field to list permissions and levels of access that are contained in the policy.