PingOne Advanced Identity Cloud

Manage policies

View policies

  • In the Advanced Identity Cloud admin console, click Governance > Compliance. The Policies page appears with a list of policies. If no policies are present, the page displays a New Policy button.

    governance compliance dashboard

    • 1 Click the Compliance link in the left navigation bar.

    • 2 Click the Policies tab to view the list of all policies.

    • 3 Click the Policy Rules tab to view the list of all policy rules.

    • 4 Click the Violations tab to view the list of all policy violations.

    • 5 Click the Exceptions tab to view the list of all policy exceptions.

    • 6 Click the New Policy button to add a new policy.

    • 7 Search policies. Search by policy name, status, or description, case insensitive.

    • 8 Name: Name of the policy. This is a required field.

    • 9 Status: Current status of the policy, either Inactive and Active. You can sort the list in ascending or descending order by clicking the up or down triangles.

    • 10 Ellipsis (). Click to duplicate, edit, or delete the policy.

View policy details

Identity Governance provides a policy details page, where you can add or edit the policy rules, schedule policy scans, review or forward policy violations, and review any policy exceptions.

  1. In the Advanced Identity Cloud admin console, click Governance > Compliance.

  2. On the Policies page, click the ellipsis () for a policy, and then click Edit. The policy details page appears.

    governance compliance details

    • 1 Click Details to view or edit a policy’s configuration.

    • 2 Click Rules to view or edit the policy rules assigned to the policy.

    • 3 Click Scans to schedule a scan for the policy.

    • 4 Click Violations to view or forward any violations found in the scans.

    • 5 Status: Current status of the policy, either Inactive and Active. Click Activate to make the policy active, or click Deactivate to make the policy inactive.

    • 6 Name: Name of the policy.

    • 7 Description: Optional. Enter a description for the policy.

    • 8 Policy Owner. Select the policy owner(s) for the policy.

Add policies

  1. In the Advanced Identity Cloud admin console, click Governance > Compliance.

  2. On the Policies page, click New Policy.

  3. On the New Policy modal, enter the following, and when completed, click Next.

    Field Description

    Name

    Enter a name for your policy. Follow any naming convention established by your company.

    Description

    Optional. Enter a general description for the new policy.

    Policy Owner

    Select a policy owner for this new policy.

  4. On the New Policy modal, select the one or more rules to add to this policy.

  5. Click Save. The new policy appears on the Policies page in an Active status.

Edit policies

The Policies tab provides options to duplicate, edit, or delete a policy.

  1. In the Advanced Identity Cloud admin console, click Governance > Compliance.

  2. On the Policies page, click the ellipsis () for a policy, and then click Edit.

  3. Make any changes, and then click Save.

    Field Description

    Status

    Options are:

    • If the status is Active, click Deactivate to disable the policy if needed.

    • If the status is Inctive, click Activate to enable the policy.

    Name

    Change the policy name.

    Description

    Optional. Add or change the description for the policy.

    Policy Owner

    Change the policy owner if necessary.