Managing Drive Policy Exception Requests from End Users



When an admin creates a Drive Compliance Policy in BetterCloud, the Drive Policy section of the app offers the option for end users to see alerts in End User View, when any documents they own are found to be violating a policy: 

End users can use their view to manage their violations, including the ability to request that items be marked as exceptions to the policy that flagged them. As an admin, you will receive these requests and can approve them in your own BetterCloud view. This article will show you how.

Notification of Exception Requests

When an end user requests that an item be marked as an exception to your policy, you will receive an email notification from BetterCloud to this effect: 

The "click here" link will direct you to BetterCloud's Drive Audit view, specifically filtered to show this user's violating items that have been requested as exceptions: 

Managing Violations

To manage an end user's exceptions requests in Drive Audit view, select the appropriate documents by their check boxes on the left side of the list. You may also select all in the list using the "TITLE" check box:

Once the appropriate documents have been selected, clicking "Manage Exceptions" will provide you with options to preclude them from the scope of your current policy or all policies, or to reject the exception.

If you mark documents as exceptions, this change will be reflected in BetterCloud immediately. If you reject the exception request, the documents will remain as policy violations unless their violating criteria are addressed. 

If you choose to mark these documents as policy exceptions, you can also choose if you want this setting to remain indefinitely, or expire after a set period of months; you can choose a 3, 6, or 12 month duration. 

Please note that these selections will apply to all documents that you have checked in your Drive Audit view. To apply different exception choices to different documents, you must select these documents individually or in batches, and repeat the steps above. 

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