Set Team Defaults
SECURITY Full Access users only
NAVIGATION > Team Defaults
If you create a lot of Workplace teams, you know that it can involve recreating the same settings over and over again. This page allows you to set up a default policy profile and also default field values that will be automatically applied every time you create a new team. You can always customize these settings for individual teams, but using this page to create policy profile and data entry baselines will save you an enormous amount of time.
This page is comprised of two tabs: Policies and Team Defaults. The selections you make on the Policies tab will serve as the default policy profile for all new end user Workplace teams that you create.
Policy profiles are comprised of individual policies which control all the configurable behaviors and features in Workplace. Each of your Workplace teams has a default policy profile which applies to all end users on that team unless they are superseded by additional policies applied to specific users and/or groups.
On the Team Defaults tab, you'll set the default values for some attributes that will be applied when you create new end users. Completing the information on this tab will make creating new users much easier and faster:
How to...
- Click the Team Defaults tab.
- Select or enter the values you want to apply when you create new end users. You can set the following default values:
- User Storage (applied to new metered plan teams only)
- Country Code
- Country
- Time Zone
- Click Save.
- Optionally select a policy group to search from the dropdown menu. The policy list will automatically update to show only the policies in that group.
- Enter a search term in the Search in Policies field. The policy list will automatically update to show only the policies that contain your query.
The areas below describe how to enable and configure specific policies, and how those policies will affect users who are only associated with the default policy set.
Security policies
Policy | What it does | How to use it |
Public Sharing | Allow users with the correct permissions to create |
Toggle the switch to On. |
Watermark Previews |
Places a watermark on files are viewed with View Only permissions. The watermark consists of the user's full name and email address. This only applies to converted files, not images or videos. Refer to File conversion limits for more information on which file types are converted. |
Toggle the switch to On. |
Require Device Approval | Devices require approval by a team administrator before the user may connect to the service. | Toggle the switch to On, then select the type of device that requires approval (mobile or desktop), or select all to require approval for all devices. |
Wipe Data when Account Disabled |
Remotely erase all data synced via the Workplace service from the user's devices when their account is disabled. If this policy is enabled, the Disable and Wipe Devices option is selected by default when you disable a user. When a device is wiped, it is also purged. NOTE If Active Directory integration is enabled and a user is disabled via Active Directory, the synced data in the Workplace Folderwill be automatically wiped from all their devices. |
Toggle the switch to On. |
Wipe Data when Account Deleted |
Remotely erase all data synced via the Workplace service from the user's devices when their account is deleted. When this policy is enabled and a user account is deleted, the default Don’t Wipe option next to each device is changed to Wipe. When a device is wiped, it is also purged. NOTE If Active Directory integration is enabled and a user is deleted via Active Directory, the synced data in the Workplace Folder will be automatically wiped from all their devices. |
Toggle the switch to On. |
Session Timeout | Number of minutes after which a web session will expire. | Toggle the switch to On, enter the number of minutes. The default value for this field is 60. |
Allow "Remember Me" | Users are allowed to select the "Remember Me" option on the Log In page. | Toggle the switch to On. |
Display IP Address in Web UI | IP address of user currently logged in is shown in UI. | Toggle the switch to On. |
Automatically Disable and Recycle Devices | Automatically disables devices that have not connected to Workplace for a specified number of months, and recycles devices the have been disabled for a specified number of months. |
This policy is enabled by default, with a setting of 3 months since last connection before a device is disabled, and 12 months in a disabled state before the device is recycled. If no action is taken, recycled devices will be purged after 90 days. An email notification will be sent to team administrators |
Password policies
Policy | What it does | How to apply it |
Password Strength | Minimum strength required when users create their passwords. | Toggle the switch to On, then select a minimum password strength. |
Password Expiration | Number of days after which the password will expire. Optionally allows prevention of password expiration for password with a strength of 5, even when password expiration is enabled. |
Toggle the switch to On, then enter the number of days. Optionally select the Strength score 5 passwords do not expire check box. |
Recent Password Cycle | Number of times that a password must be changed until it can be reused. | Toggle the switch to On, then enter the number of cycles. |
Recent Password Interval | Number of days for which recent password cannot be reused. | Toggle the switch to On, then enter the number of days. |
Password Length Requirements | Sets the minimum and maximum length of passwords. | Toggle the switch to On, then enter a minimum number and/or a maximum number. The range is 6-30. The default value for the Minimum field is 6. The default value for the Maximum field is 30 |
Must Contain Letters | Password must contain at least one letter. | Toggle the switch to On, then select the type of letter requirement you want to enforce: any, upper case, lower case, both. |
Must Contain Digits | Passwords must contain at least one digit. | Toggle the switch to On. |
Disallow Characters | Characters that passwords cannot contain. | Toggle the switch to On, then enter the characters you do not want to allow users to include in passwords. '|' cannot be a rejected character. |
Restrict Number of Failed Login Attempts | Number of failed login attempts required to deactivate the account. | Toggle the switch to On, then enter a number. The default value for this field is 5. |
Two-Factor Authentication |
Use two-factor authentication in the login process. |
Toggle the switch to On. |
Enforce (only available when Two-Factor Authentication is enabled) |
2FA is mandatory unless explicitly disabled for that user. There will be no grace period during which users may skip 2FA. New users added to the team will also have 2FA enforced. |
Select the check box |
User policies
Policy | What it does | How to apply it |
Restrict Unlock Override to Project Owner | Only the owner of a project can override another user's lock. By default, all users with modify or higher permissions to the file may override (unlock) other user's lock. | Toggle the switch to On. |
Prevent Project Creation | Users or groups or users to whom this policy is applied will not be able to create new projects. | Toggle the switch to On. |
Workplace for Windows and Mac policies
Policy | What it does | How to apply it |
Lock Settings | Prevents users from being able to make changes to settings and quitting. Users with this policy applied will not be able to control their sync preferences, backups, and networks settings via Workplace Desktop. | Toggle the switch to On. |
Local Storage Defaults | Set the volume name, drive letter, and file path where users will access Workplace files on their device. |
Toggle the switch to On. Then click the Manage link for this policy to set the default location for the Workplace folder on the Manage Workplace Location page, described below. |
Manage Workplace Location
NOTE If the drive letter you select is already in use when Workplace is installed, the next available letter in the alphabet will be used.
NOTE If the drive letter you select is already in use when Workplace is installed, the next available letter in the alphabet will be used.
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Workplace v10 Storage Settings |
Specifies the location in which v10 stores files, and the maximum amount of storage that can be used by the automatic sync process when a user opens a file. Files that are opened on the device will automatically be retained in this cache and will be available while offline until the cache is full. Files opened the longest time ago will be automatically cleared from the cache. NOTE All files are stored in the cache location. Files that have been synced to the device to make them available offline are not included in the cache size. |
Toggle the switch to On. Then, for cache size, enter a value of 10 GB or greater in the corresponding field. To manage the cache location, click the Manage Location link. This will open the Manage Cache Location page, described below. |
Manage Cache Location
NOTE Please use only internal drives. Unexpected unmount of external drives can cause issues.
NOTE You may add only one path.
Important path considerations
IMPORTANT When adding a new path, please use only internal drives. Unexpected unmount of external drives can cause issues if they're used as cache locations.
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Restrict Offline Access Duration | Sets the maximum number of days that files can be accessed without a connection to the Workplace service. Requires Workplace v10.3 or higher. | Toggle the switch to On, then select a time period from the Deny access after dropdown. |
SmartBadge | Displays SmartBadge on Microsoft Office documents, allowing for enhanced collaboration. | Toggle the switch to On. The Auto-lock Microsoft Office Files check box enables automatic locking of Microsoft Office files when edited and automatic unlocking when closed. This check box is selected by default, but you may clear it if you wish. |
Outlook Plugin | Determines whether the Workplace Outlook plugin is enabled by default upon installation. |
Toggle the switch to On. |
Disallow Remote Access | Disable remote access to devices running Workplace. | Toggle the switch to On. |
Throttle Control | Enable to set the maximum speeds at which Workplace devices can upload to and download from the Workplace service. Leave a field blank to use the maximum speed. Users can, via the Workplace app Network tab, reduce transfer speed, but they cannot increase it beyond the limit you've set here if this policy is enabled. NOTE Throttle control settings apply to Workplace Desktop 7.2 and later only. These settings do not affect Workplace Server. |
Toggle the switch to On, then enter the maximum download and upload speeds in the fields provided. |
File Backup (metered plans only) |
Allows backup of files using Workplace for Windows and Mac. |
Toggle the switch to On. |
Default Backup Folders (metered plans only) |
Allows you to specify the folder paths to back up using Workplace for Windows and Mac.
If this policy is enabled, the Backup paths controlled by administrator check box on the Workplace Desktop Backup tab in Workplace Desktop will be selected by default upon installation, but users may clear the check box to customize the folders they wish to back up. If they select the check box again, only paths designated in this policy will be backed up. |
Toggle the switch to On. Click the Manage link for this policy to open Manage Backup Folders page, described below, and designate which folders will be backed up. |
Manage Backup Folders
NOTE You may add multiple paths.
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Restrict Update Automation |
All updates will require manual installation or remote deployment. For Workplace for Windows and Mac v10 or later, the auto-update mechanism will be disabled. For Workplace v8.x or earlier, update notifications will be disabled. If, however, the installed version is no longer supported, it will still be updated automatically. This safeguard is in place to ensure that users always enjoy a functional Workplace experience. IMPORTANT While we encourage you to use Silent installation, we recommend that you allow Datto to maintain user versions through the auto-update mechanism. This will ensure that users always have an up-to-date version of our Workplace app. Please do not enable this policy unless you have an exceptionally good reason. |
Toggle the switch to On. |
Workplace Mobile policies
Notification policies
Policy | What it does | How to use it |
Suppress Welcome Emails to Admin | Welcome emails for new users will not be sent automatically. You may always resend welcome emails from the User details page, or from the right-click menu on the Users page. | Toggle the switch to On. |
- Click the Policies tab.
- Locate the policy whose settings you wish to modify.
- Make any necessary adjustments to the policy.
NOTE If you have adjusted your policy settings and wish to undo your changes before you save, click the Revert button. This function is not available once you have saved your changes.
- Click Save.