Policy Actions

View Policy

Clicking on a policy name opens it in view mode, where detailed information about its configuration is displayed. This view includes the configured template details, outlining the policy's structure and parameters. Additionally, the view shows the supported post-actions, such as notifications.

Enable/Disable Policy

Once a policy is fully configured, it must be enabled using a toggle button to allow execution.
  1. After a policy is fully configured, enable it by toggle button to allow execution under Status column.
  2. Enabling the policy makes it available for use within the system.
  3. When the policy is enabled, update and delete actions are restricted to prevent unauthorized modifications or accidental removals.
  4. To make changes to the policy, it must first be disabled.
  5. Disabling the policy allows modifications or deletion to be made.
  6. This process ensures the integrity of the policy and maintains operational consistency.

User Access

Once a policy is created, it can be read (R) or modified (RW) by a user with the appropriate access. The User Access option allows granting access to the policy for various resources within an application.

By default, the resource associated with the policy creator is granted Read and Write (RW) permission, and this access cannot be modified later. Other resources can be granted Read (R) or Read and Write (RW) access, and these permissions can be modified at any time.

A user with Read (R) access to a policy can:
  • View the policy
  • Execute the policy
  • Approve or reject a policy approval request.
A user with Read-Write (RW) access to a policy can:
  • Edit the policy
  • View the policy
  • Execute the policy
  • Approve or reject a policy approval request.
Note: Approvers must have Read (R) access to approve or reject requests.
To provide User Access to a policy:
  1. On the Policy Inventory page, below the actions column.
  2. Click (User Access) icon.

    The User Access Policy page is displayed.

  3. Select the checkbox for the required user access.
  4. Click Save.

    The selected User Access is updated successfully.

Edit Policy

Once a policy is created, users with Read and Write (RW) access can modify its details using the Edit option. Clicking on Edit allows the user to change any part of the policy, just as they did during the creation process. The Edit option is only visible to users with RW access.To Edit a policy:
  1. On the Policy Inventory page, below the actions column.
  2. Click (Edit Policy) icon.

    The [Policy Name] :: Edit page is displayed.

  3. Modify the required details in the Action, Issuance Template, Approval and Post Issuance Settings sections.
  4. Click Save.

    The selected Policy is modified.

Clone Policy

A user can clone a policy, and all its properties and components will be duplicated in the cloned policy. The user can then make any necessary modifications to the cloned policy.To clone a policy:
  1. On the Policy Inventory page, below the actions column.
  2. Click (Clone Policy) icon.

    The Clone Policy popup is displayed.

  3. Enter the new Policy Name, Description, and Select a Tag for the policy.
  4. Click Clone Policy.

    The selected policy is cloned.

Delete Policy

A user can delete a policy, but it must be in a disabled state before deletion. Once deleted, all information related to the policy will be removed.

However, if the policy has been created and executed by a user, its ACL will be retained to ensure smoother execution. Additionally, the execution history will be preserved for users to view.

To delete a policy:
  1. On the Policy Inventory page, below the actions column.
  2. Click (Delete Policy) icon.

    The Delete Policy popup is displayed.

  3. In the Confirmation dialog box, click Confirm.

    The selected policy is deleted successfully.

Execute Policy

After creating a policy, the Execute action enables the user to test the policy enforcement. A form based on the policy will be generated for the user to complete and submit. Execution details can be viewed on the Policy Requests page.To execute a policy:
  1. On the Policy Inventory page, below the actions column.
  2. Click (Execute Policy) icon.

    The Policy Details popup is displayed.

  3. Update the Certificate Parameters details.
  4. Click Submit.

    The selected policy is executed successfully.