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Enforcing Policies & Rules

Updated over 3 weeks ago

Enabling Policies/Rules from the Dashboard

When you create a new policy or rule, by default it's automatically turned on. You can enable/disable policies and rules from the Configurations > Behavior Policies screen:

You can use the Toggle button under the Enabled column to enable/disable a policy or rule.

If you disable a policy, all rules under the policy will be disabled too. When you enable the policy again, the rules will restore to their previous states (e.g., previously disabled rules will remain disabled, enabled rules will remain enabled).

How Rule Enforcement Works at the Endpoint

Rules are enforced depending on what type of Teramind Agent is installed on the user’s computer:

If the user is using a Stealth Agent:

The rule will start to be enforced as soon as the user logs in. It will be enforced according to any Rule Schedule you have set up, or for 24/7 (as long as the user is logged in). The rule will be enforced even if the user is offline or disconnected from the Teramind server.

If the user is using a Revealed Agent:

The rule will only be enforced when the user has logged in to the Agent and clicked the Start button to begin their shift. The rule will still follow any Rule Schedule you have set up. The rule will continue to be enforced until the user clicks the Stop button to end their shift or as soon as the rule schedule has ended – whichever comes first.

Some rules like the OCR are triggered at the server side and not the endpoint.

You can edit a rule even when it’s running. Any changes you make to the rule will be enforced immediately if the user is online and connected to the Teramind server or as soon as they connect.

Check out the User Guide to learn how to create/edit a rule.

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