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Customizing Policies

This article describes how to customize a client’s policies in Cynomi to better align with their risk tolerance and business environment. It covers how to edit policies and collaborate with the client on customization.

 

Why Customize Policies?

Each client has unique risks and operational contexts. While Cynomi generates policies automatically, customization helps tailor them to reflect:

  • Specific technologies or processes

  • Risk levels acceptable to the business

  • Internal or regulatory requirements

How to Customize Policies

  1. Open the Policies page for the client.

  2. Click into a policy to view its structure and requirements.

  3. Edit components of the policy as needed:

    • Modify the scope to fit client operations.

    • Adjust requirements to match company size, maturity, or tools in use.

    • Use the Notes section to document why a requirement was adjusted.

🤝 Best Practice: Work directly with the client’s management or IT team to decide which risks are acceptable and which policies require strict enforcement.

Who Can Customize?

Only users with sufficient privileges (Admin or Company Admin roles) can edit policies.