Step 1: Policy Details

The first step of the policy creation workflow captures basic information, platform and agent scope, resource type, and the enforcement schedule.


Field	How to use it
*Policy Name	Enter a descriptive name that reflects the purpose of the policy.
Description	Optionally describe the security intent of the policy.
Platform	Optionally select the platform to which the policy should apply.
Agents	Select specific agents, all agents on the selected platform, or leave unselected for global scope. Tip: Leave both Platform and Agents unselected to create a global policy that applies to all platforms and agents.
*Resource Type	Select MCP, File, Package, Web, Terminal, Version Control System, or AI Usage when available.
Enforcement Schedule	Choose Enforce all the time or Enforce only during selected time ranges, where applicable.
: Mandatory fields*

Note: With the policy name, scope, resource type, and enforcement schedule defined, proceed to Configure resource access to set the allow, deny, and approval rules for the selected resource type.