How do I set up automated action flows for security and compliance issues when they are detected?

Note: Security and compliance action flows are available only for customers who have purchased the security and compliance add-on. If you don’t have the add-on enabled, contact Sales to purchase it and unlock security and compliance action flows.

Not sure what action flows are? See What are custom action flows? to learn how automated actions work.

Step 1: Locate “Configure add-ons” in “Jobs” and enable “Security & Compliance”

Step 2: Move to “Define action flows” and enable action flows for “Security & Compliance”. Select “Configure” to define the action flow.

Step 3: Enter a name for the action flow.

Step 4: Define the trigger criteria for the action flow.

Step 5: Define the automated action(s) to perform:

For Files:

Transfer ownership / Grant access

Remove all file sharing

Remove external sharing / collaborator

Remove link sharing

Place on hold

Export items

Dismiss

(Optional) Enable notifications to:

Admin
b.Content owner

For Email:

Export as

Dismiss

Place on hold

Step 6: To add additional action flows, select “Create new action flow” and repeat the steps above.

Step 7: Select “Confirm” to enable the action flow. Once you select “Start backup”, the action flow runs based on the configured trigger criteria and actions.