Setting Up Policies

Setting Policy Reporting Forwarding Rules

You can establish a daily forwarding rule of a given client's policies from an individual client's setup screen. To do so:

1. Navigate to Partner > Clients
2. Select the 3 dot menu next to the client and select Edit
3. Navigate to the Customizations tab
4. Enter the email that will receive the policy reports 

While you can send these reports to any address, it's recommended that you send them directly to a report archive folder within their own tenant. For compliance purposes, this further improves the transparency and auditability of the portal as a whole.

Supplemental links:

Defining Policy Parameters - 

https://support.cloudradial.com/hc/en-us/articles/360023230751-Defining-Policy-Parameters

About the CloudRadial Agent - 

https://youtu.be/FG-vhoXVQcE

Understanding Company Groups in CloudRadial - 

https://youtu.be/DIq1Vzc2n_o