Customizing Security Policies

Cyber Safety supports fully-customized cybersecurity policies. If our included templates don't meet your needs, you've got options to get just the right fit in your policies.

When & Why?

Not sure if customized policies are the way to go? Here are some common use cases and scenarios where customize policies are appropriate to use:

  • You need a policy that's not part of our standard template package. This is pretty obvious - if you need a policy that doesn't have a template, you can create your own. For a list of all available policy templates, check out this help article
  • The policy template doesn't include what you need or includes stuff you don't need. There are no one-size-fits-all policy templates, so if the policy template doesn't quite match your needs, you can create a custom policy with the same name or create one that's totally customized.


Customizing policies is simple, and there are two starting points detailed below:

1. Customize a policy template: If you find a policy template that almost meets your needs but requires some tailoring, you'll first start by clicking on that policy from the Security Policies module. Once you've reviewed the text, you can click "Use Your Own Policy" to open up the customized policy window.


Note: the customization window opens with a completely blank policy. If there's any text you'd like to use from the template, copy it before you click "Use Your own Policy".


2. Start a custom policy from scratch: if you need a policy and there's no template in Cyber Safety, you can create a totally custom policy by clicking "New Custom Policy" at the bottom of the Compliance module. Next, choose if you'd like to create a replacement for an existing policy, or simply create a new policy from scratch. The text editor screen allows you to create rich formatted text for your policies.



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