Overview
Backup policies can be modified at any time to adjust retention periods, change backup frequencies, or update the file types being protected.
Note: Changes made to a policy (such as adding a new data type like Drive) will trigger a bulk backup for that new item type for all assigned users. Existing item types will continue to backup incrementally.
How to Edit a Policy
- Navigate to Backup from the main navigation menu and select Create and Edit Policies.
- Locate the policy you wish to modify in the table and click on it.
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View Policy Panel:
- A profile panel will slide out on the right-hand side of the screen.
- This panel displays the current Details (settings) and Assignments (which OUs, Teams, or Drives use this policy).
- Click the Edit button on the panel.
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Modify Settings:
- Update the Name or Description if needed.
- Toggle Backup Enabled on or off.
- Change Item Types (Mail, Drive, Calendar, Contacts, Chat).
- Adjust Retention Periods, Frequency, or File Type exclusions.
- Click Save to confirm your changes.
Unable to Save?
If you cannot save your changes due to a warning about missing scopes or Domain Wide Delegation, please refer to our guide on Troubleshooting Backup Policy Errors.
Viewing Current Assignments
Before editing a policy, you may want to check which users, teams, or drives it currently affects.
- Navigate to Backup > Create and Edit Policies.
- Click on the name of any policy in the list.
- An information panel will slide out on the right side of the screen. Click the Assignments tab.
- You will see a comprehensive list of all OUs, Smart Teams, and Shared Drives currently using that policy.