Once you've created reusable governance policies in Automate365 to enforce consistent rules across your Microsoft 365 workspaces, your governance needs may evolve. This article guides admins through the process of managing these policies, covering how to view their usage, edit their settings, temporarily change their status, and permanently delete them when they are no longer needed.
Access your Policies
All reusable policies are managed from the Policies area within the app:
Log in to the BindTuning App.
In the left-hand navigation, click on Policies.
Here, you'll see a comprehensive list of all your created reusable policies, including their type and their current status (Active/Inactive).
View Policy usage
Before making changes, it's often helpful to understand where a policy is currently being applied.
To know where a policy is used, refer to the "Used in templates" column in the policy list.
This column will display a number if the policy is currently referenced by one or more templates.
Clicking on this number will open a pop-up window that provides a detailed list of all templates where that specific policy is currently applied.
Edit a Policy
You may need to edit an existing policy to update its rules, adjust parameters, or refine its scope as your organizational requirements change.
From the list in the Policies area, locate the policy you wish to edit.
Click the pencil icon (Edit) associated with the desired policy.
You will be redirected to the policy's original editing interface. Make the necessary changes to the policy settings.
Click Save to apply your changes.
Important Note: After saving your changes, all templates currently using this reusable policy will automatically refer to the new settings.
Change Policy status (deactivate)
You can temporarily change a policy's status to "Inactive." An inactive policy cannot be selected or applied to new templates, but it is not permanently deleted from your list. This is useful for temporarily pausing a policy's application without removing it entirely.
From the list in the Policies area, locate the policy whose status you wish to change.
Click the "Status" toggle (Active/Inactive switch) next to the policy.
A policy that is currently in use in one or more templates cannot be deactivated. You must first remove the policy from all templates that are using it before you can change its status to inactive.
Delete a Policy
Deleting a policy permanently removes it from your Automate365 environment.
Caution: This action cannot be undone.
From the list in the Policies area, locate the policy you wish to delete.
Click the trash can icon (Delete) associated with the policy.
If the policy is not in use
A confirmation dialog modal will appear. Confirm the deletion to permanently remove the policy from your system.
A policy that is currently in use in one or more templates cannot be deleted. You must first remove the policy from all templates that are using it before you can delete it permanently.