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Create a Policy for New Accounts

If you want to define a process for when a new account is detected on an endpoint, you create an account policy that applies to new accounts. New account policies run when accounts are detected when the Correlate option is included in the Explore and Correlate definition. If an account was found when running explore only, the policy runs the next time the Correlate option is included when exploring that endpoint.

To create a policy for new accounts

  1. In the User Console, click Endpoints, Reverse New, Create Reverse Sync New Account Policy.
  2. Enter a name and description for the policy.
  3. Enter the following parameters:
  4. Select one of the following Actions:
  5. Perform the following steps if you set Action to Send for Approval:
    1. Click the icon next to Workflow Process.
    2. Choose a workflow process.
    3. Click OK.
  6. Click Submit.

If you assigned a workflow process to the policy, you need to create an approval task.