Policy Engine

Last updated: September 9, 2026

Use Policy Engine to create automated notifications for security and operational events. Policies can generate in-app notifications, send email alerts, create PSA tickets, or use multiple notification methods.

Create a Policy

  1. Open Policy Engine.

  2. Select Create Policy.

  3. Choose the domain to monitor:

    • Vulnerability

    • Exposure

    • Agent

    • Secure Baseline

    • Scanning

  4. Define the conditions that should trigger the policy.

  5. Choose when notifications should be sent.

  6. Select one or more notification methods.

  7. Review the policy, enter a name, and select Create Policy.

Set Conditions

Conditions determine when a policy triggers.

Select a variable, operator, and value. Add additional conditions when needed.

The available conditions depend on the domain selected for the policy.

Choose a Notification Schedule

Choose when notifications should be delivered.

Available schedules can include:

  • Real Time

  • Daily Digest

  • Weekly Summary

  • Monthly Summary

Available options depend on the selected domain.

Choose Notification Methods

Select one or more notification methods:

  • In-App Notification

  • Email Alert

  • PSA Ticket

A configured PSA integration is required before PSA Ticket can be used.

See [PSA Configuration].

Review and Create the Policy

On the Summary step:

  1. Review the policy configuration.

  2. Enter a policy name.

  3. Optionally enter a description.

  4. Select Create Policy.

Manage Policies

Use the Policies tab to review existing policies and enable or disable them.

Policies created at the current level appear as Local. Policies applied from a parent organization appear as Inherited.

Review Policy Activity

Use Execution History to review policy notifications that have already been triggered.