Implementation Steps for User Coaching
Implementing user coaching involves two steps:
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Create an HTML template to specify the appearance and wording of user coaching messages.
Include the following information:
<form method="post" action="/user_coaching_form_response"> <input type="hidden" name="uuid" value='${REPLACE_CURRENT_UUID}'/> <input type="hidden" name="xhrKey"/> </form>The uuid field must have the value
${REPLACE_CURRENT_UUID}.Include the wording you want to use for instructions to the user. For example:
The file name <Name> has sensitive content. Any upload or download is restricted by corporate policy <Policy Name. If you want to continue with this activity, enter a justification below.You can also use the default user coaching notification template provided by Secure Cloud Access. For more information and notifications, see Creating and managing notifications and alerts.
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Create a Cloud Access Control (CAC) policy that includes user coaching as a secondary action for upload, download, export, and import activities.
When a policy violation occurs, a user coaching message box appears, prompting the user to enter more details about their activity. Once they submit their response, the system logs it and responds according to the action specified for the policy. If the primary action for the policy is Allow and Log, the user can proceed with the activity.
