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How to apply a policy to specific platforms and directions

Configure which platforms and message directions a policy applies to.

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Written by Harriet Christie

Summary

Each policy has a Message direction setting and a Platforms setting. The direction toggle limits the policy to inbound, outbound, or all messages. The platform setting controls whether the policy is global (every platform) or scoped to specific platforms you select.

Prerequisites

  • Access to MirrorWeb Insight

  • Policy write permission

  • An existing policy, or create one (see "How to create a compliance policy")

Step-by-Step Instructions

Step 1: Open the policy

On the Policies page, click the policy you want to configure to open the editor (or click Create policy for a new one).

A policy open in the editor

Step 2: Set the message direction

Under Message direction ("Which message direction does this policy apply to?"), use the toggle to select:

  1. All - applies to messages in both directions (default).

  2. Outbound - applies to outbound messages only.

  3. Inbound - applies to inbound messages only.

The Message direction toggle showing All, Outbound, and Inbound

Step 3: Choose global or platform-scoped

Under Platforms ("Select platforms this policy should apply to. Platforms can only be applied if this is a non-global policy."), use the toggle:

  1. Global - the policy applies to all platforms; the platform selector is disabled.

  2. Apply To Platforms - enables the platform selector so you can scope the policy.

The Global / Apply To Platforms toggle

Step 4: Select platforms

With Apply To Platforms selected, open the Select platforms... selector and choose one or more platforms. You can select multiple.

The platform multi-select with platforms chosen

Step 5: Save

Click Save, then confirm "Saving will overwrite the current policy. Do you wish to continue?" by clicking Save.

The Save confirmation modal

Notes

NOTE: A non-global policy only fires for the platforms you specify.

NOTE: Outbound is determined by the sender's address matching your organisation's email domains. Direction logic only applies to email.

IMPORTANT: Direction and platform changes are evaluated at ingest only and are not retroactive; previously processed messages are not re-evaluated.

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