Custom policies: introduction

  • Last update on March 5th, 2026

Only Tenant Admins and Playbook Admins can create and edit custom policies. 

 

What is a custom policy?

A custom policy is a policy that you formulate from the ground up. Before you begin creating a custom policy, ensure you have a well-defined plan for its key elements:

  • Definition: determine the anomalies the policy will identify (e.g. users without MFA enabled).
  • Remediation: decide how the policy will resolve anomalies (e.g. sending a report to the user's manager).

Unlike out-of-the-box policies, where the remediation action is predefined, custom policies provide you with the flexibility to choose the type of remediation you want to apply (either “Workflow” or “Send report”). 

  • Schedule: establish whether the remediation should occur automatically or manually.
  • Scope: decide whether the policy should apply to the entire tenant or be limited to a specific Virtual Tenant.

Once you have identified the elements above, you can start creating your custom policy. 

Where can I create a custom policy?

Regular custom policies can be created either from a report that supports the creation of custom policies or within the “Playbooks” section under “SETTINGS”. For more information, please refer to the Create a custom policy article.

Event-based custom policies can also be created from the “Audit” reports. For more information, please refer to the Create an event-based custom policy article.