Managing user policy assignment

If you are using identity management, assign groups to the relevant policy via the End Users tab of the policy. Under Identity Management, click Modify list of groups, and select the groups that should be assigned to the policy.

User assignment to policies can be overridden per user by editing the user via the Accounts > End Users page.

You can also add users to policies using a CSV file. Navigate to Web > Policies. Upload a file under Policy Assignment.

Managing policy assignment via your directory

If you are using identity management you can manage user policy assignment entirely using your identity provider or LDAP directory. Once you have synchronized your users, assign groups to your policies as required.

On the Account > Identity Management screen, click Edit. For the User policy assignment setting, ensure Follow group membership is selected.

With this setting applied, moving users to a different group will automatically update their policy assignment in the portal.