---
title: "Configuring Cloud Drive Policy"
slug: "configuring-cloud-drive-policy-3-1"
tags: ["Portal", "8.3"]
updated: 2026-08-06T09:43:20Z
published: 2026-08-06T09:43:20Z
canonical: "kb.ctera.com/configuring-cloud-drive-policy-3-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.ctera.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Cloud Drive Policy

Cloud Drive policy determines the type of data that can be synchronized through CTERA Agents, CTERA Edge Filers and CTERA Mobile apps, or uploaded to the portal.

To set Cloud Drive policy, you create *Allow* and *Deny* rules based on the following attributes:

- File Name
- File Size
- File Type

Each rule can be applied to everyone or to a specific user or group, whether they are users and groups from an integrated directory service or local users and groups defined in the portal.

You can also apply Cloud Drive policies to external users who were invited to collaborate by email address or by means of a public link, by using a special group called *External Users*.

**To configure Cloud Drive policy:**

1. Select **Settings > Control Panel** in the navigation pane.  

The **Control Panel** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-2UP0RKNQ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)
2. Select **Cloud Drive Policy** under **Cloud Drive Settings**.  

The **Cloud Drive Policy** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-RCUJYH8F.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)
3. Click **Create** to define a policy.
  1. In the **Field** column select a file attribute.
  2. In the **Operator** column select an operator, such as *is one of*.
  3. In the **Value** column enter a value to apply on the operator.
  4. In the **Apply to** column click `Set`.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-YYPXXVEJ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)
    1. Select the type of user or group.
    2. If you select `All Users` the policy applies to every user. If you select `External Users` the policy applies to external users. If you select `Local Users` or the Active Directory Users, the policy is for specific users, otherwise, if you select `Local Groups` or the Active Directory Groups, you can apply the policy to all users in a specified group.
    3. Click **OK**.
  5. In the **Allowed** column select **Allowed** or **Denied** to allow or deny the specified policy.
  6. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D) in the **Actions** column to create the policy.
4. Click **Save**.

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-LMWVMWE4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)

**To edit or delete a policy:**

1. Select **Settings > Control Panel** in the navigation pane.  

The **Control Panel** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-RUPMW3G3.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)
2. Select **Cloud Drive Policy** under **Cloud Drive Settings**.  

The **Cloud Drive Policy** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-7MFFXKX4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D)
3. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-3QLMUUTP.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D) to edit the policy or ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-LC6WBVBE.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D) to delete the policy.
4. If editing the policy, after the changes click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A17%3A47Z&se=2026-11-11T05%3A17%3A47Z&sr=c&sp=r&sig=eoYqhpES8ekT038f%2FvbgIVNcF5dNfBTfqd6Vf1vRj5U%3D) in the **Actions** column to save the changes.
5. Click **Save**.