Vendor Policies and Side Panel Overview
The Vendor Policies tab shows the Vendor Policy List discovered from the third-party vendor. From here, you can also browse, view changes, and manage synchronization between the vendor and Platform.
Clicking a Policy in the list opens the Policy Side Panel. This panel is designed to compare between the current Policy on the Platform and the vendor platform.
- The Suggested Policy: The Policy that is currently available in the PlainID Platform, translated into the vendor's language as of the last discovery.
- The Deployed Policy: The Policy that is currently available in the vendor's system as per the last discovery date.
The panel allows you to easily view discrepancies, understand changes, and manage Policy deployment back to the vendor by using the Deploy Suggested Policy button.
Discrepencies between PlainID and Vendor Policies
Discrepancies between Suggested and Deployed Policies may appear depending on the Workspace mode:
-
Learn Mode:
When in Learn mode, Polices are created in the third-party vendor application and represented in the Platform. The Policy logic is the same, but the language may differ according the vendor language. -
Manage Mode:
According to best practice, Policies should primarily be managed through the PlainID Platform.
If changes are made directly in the vendor application (such as creating, updating, or deleting Policies), they are identified and flagged for visibility in:- The Vendor Policies list
- The Policy Side Panel (side-by-side comparison)
- The POP list
Deploying Flagged Policies
When a discrepancy is identified between a PlainID Policy and its Vendor counterpart, you can resolve it by deploying the correct version in either direction.
Deploying PlainID Policies to the Vendor
Use Deploy Suggested Policy to synchronize the Policy version from the PlainID Platform to the vendor tenant. This action is based on the Suggested Policy and ensures that the vendor environment reflects the version managed in the Platform.
Overriding with Vendor Policies
Use the Override suggested Policy button to replace the Policy currently available in the Authorization Workspace with the version discovered on the vendor tenant. This operation is the reverse of a deployment and should be used when the vendor Policy is considered the source of truth.
When you click Override suggested Policy, a confirmation prompt appears:
"This action will override the Policy currently available in the Authorization Workspace. Are you sure you want to proceed?"
Once confirmed, the override runs asynchronously. You can close the side panel while the process continues in the background. A success toast will appear when the operation is complete, and an audit record with the operation type Override will be logged for traceability.