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Security Policies - Applying or Removing Security Policies

Applying and removing security policies across all levels in Revver.

Written by Ty Toon
Updated today

Security policies are an enterprise security feature within Revver that help ensure that your users are being as secure as possible when accessing your Revver account.

This article will discuss the levels at which a security policy can be applied, how to apply them, and how they interact at each level.


Access & Permissions Required

To access or manage security policies, your user will require the 'Enterprise Security Management' permission.

To apply security policies, you will need a different feature depending on where you intend to apply it:

  1. Users - To apply a security policy to a user, your user will require the 'User Management' feature.

  2. Groups - To apply a security policy to a group, your user will require the 'Group Management' feature.

  3. Account Level - To apply a security policy at the account level, your user will require the 'System Settings' feature.


Applying a Security Policy - Users

Applying a security policy to a user is done from the user edit page. Start by navigating to your user list from the 'All Features' menu.

In your users list, locate the user you want to apply a security policy to and click on it to open its settings menu. The security policy section is located just under the 'Metadata' section.

Choose a security policy from the drop down menu if you have already created one. Once selected, click on 'Update' to apply the security policy to that user.


Applying a Security Policy - Groups

Applying a security policy to a group will require all members of that group to abide by the settings in that policy. To apply a security policy to a group, start by navigating to your groups list from the 'All Features' menu.

In your groups list, locate and click on the group you want to apply a security policy to. Within the groups settings, the security policy section will be located further down the page, below the 'Enabled Features' section.

Use the drop down menu to select the security policy you wish to apply to this group, then click on 'Save Group' at the bottom of the page to apply it.


Applying a Security Policy - Account Level

Applying a security policy is done by selecting a "default" security policy that will be applied to all users across the account.

To begin, navigate to your Revver account settings page from the 'All Features' menu.

In the Account Settings page, scroll down and locate the 'Default Security Policies' section, which will be located underneath the email settings section.

Account level default security policies can be applied in two ways:

  • Default security policy for all guest users - A security policy applied here will only affect users with guest user licenses on your account.

  • Default security policy for all licensed users - A security policy applied here will only affect licensed users excluding guests. (E.g. Full, basics, and essentials user license holders.)

To apply a security policy, select the one you would like applied across the account for either guest users or non-guest users, then click on 'Update' at the bottom of the account settings page.


Creating Security Policies

Regardless of where you apply a security policy, clicking on the '+' icon next to the drop down menu will take you to a page where you can configure and create a new security policy.

For a more comprehensive look at creating security policies and the available options, please see the following article:


Removing Security Policies

Removing a security policy must be done from either user or group it was applied to, or if at the account level, from the account settings page.

Navigate to where the security policy was applied and click on the 'X' button to the right of the drop-down menu to remove the applied security policy, then click on 'Update' at the bottom of the page.


Need Help?

Contact Technical Services

To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.

Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.

You can also connect with us via email at [email protected].

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