Private Portal Policy Configuration
Private Portal is a tool used to set policies that apply at the Admin, Domain, and Email user levels to place mail which matches the criteria of any active policy into the Private Portal App.
At the Domain level, the policy will apply to all outgoing mail for the domain, regardless of which outgoing authenticating user method is used.
Add a Policy
To add a Private Portal policy:
- Log in to Mail Assure using SSO
- Using the left hand menu, navigate to Private Portal > Private Portal Policies
- Select + Add Policy at the top of the page
- You will now see the Add Policy box. In here, provide the:
- Policy Name - Give the policy a clear name that can be used to identify the policy
- Policy Description (optional) - A brief description of the policy
- User level - The user level where the rule will be applicable
- To apply policies for a specific Admin, this can also be done from the Manage Admins page. Choose Private Portal settings from the action menu for the Admin. See Private Portal User Level Specific Policy Configuration.
- See Enabling a policy for an Admin for full details on enabling a policy for an Admin.
- To apply policies for a specific Domain, this can also be done from the Domains overview page. Choose Private Portal settings from the action menu for the Domain. See Private Portal User Level Specific Policy Configuration.
- To apply policies for a specific Mailbox, this can also be done from the Mailbox Configuration page. Choose the Mailboxes tab and Private Portal settings from the action menu for the mailbox. See Private Portal User Level Specific Policy Configuration.
- To apply policies for a specific Admin, this can also be done from the Manage Admins page. Choose Private Portal settings from the action menu for the Admin. See Private Portal User Level Specific Policy Configuration.
- Condition - The criteria the message should meet to be sent to the private portal.
- Contains
- Does not contain
- Is
- Is not
- St arts with
- Ends with
- Is
- When selecting Sensitive Data as the condition, you must chose one of five available data types to match:
- credit-card
- bank-account
- personal-identifier
- health-identifier
- any
We will match against the most common formats of these types of data – for example, a VISA credit card might be “4012888888881881”, or “4012-8888-8888-1881”, or “4012 8888 8888 1881”. However, it will always be possible for someone determined to bypass these checks to do so, e.g. with “my credit card is 4012 then eight eights in a row then 1881”. This functionality is intended to protect against accidental exposure rather than malicious intent.
Section Condition Message Body Recipient Sender URL Attachment Name Subject To CC From Sensitive Data - Click Add
Exclusion rules (e.g. “all messages apart from”), rules with logic (e.g. “if X and Y or Z”), and rules using regular expressions are not permitted.
The policy will now be displayed on the page
Enabling a policy for an Admin
For full details on Enabling a policy for an Admin, see Enabling a policy for an Admin.
Filtering Policies
Once policies have been created, filtering and searching is available to find specific policies.
The filter allows you to specify by the following criteria:
- Policy Status
- Admin
- Domain
- Mailbox
Manage Policies
Policies can be managed in several ways:
Disable Policy
Disabling a policy can be done by either:
- Selecting the policy (or policies) on the list and choosing Disable policy/policies at the top of the page
- Selecting the three dots to the right of the description of a single policy and using the slider to turn the policy from Policy enabled to Policy disabled
or
Once disabled, the policy will be greyed out.
Enable Policy
To enable a policy, select the three dots to the right of the description of a policy and using the slider to turn the policy from Policy disabled to Policy enabled.
Edit Policy
Editing policies can only be done one at a time, by either:
- Selecting the policy on the list and choosing Edit option at the top of the page
- Selecting the three dots to the right of the description of a policy and selecting Edit policy
or
Copy Policy
Copying a policy can be done by either:
- Selecting the policy on the list and choosing Copy at the top of the page
- Selecting the three dots to the right of the description of a policy and selecting Copy policy
or
Delete Policy
Disabling a policy or policies can be done by either:
- Selecting the policy (or policies) on the list and choosing Delete at the top of the page
- Selecting the three dots to the right of the description of a single policy and selecting Delete policy
or
Once a policy has been deleted, there is no way to recover this. If you need this policy, but it has been deleted, it must be added again like any new policy