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PlayBooks

PreviousSalesforce Marketing CloudNextWhat is LightBeam Playbooks?

Last updated 4 months ago

What is Playbooks?

Playbooks is a feature within the LightBeam platform designed to help users define, monitor, and enforce customizable policies for managing sensitive data. It provides actionable tools for detecting, investigating, and resolving policy violations in real time, offering flexibility and granularity in managing compliance workflows.


Key Features

  1. Policy Customization: Define granular rule sets to manage data sharing, labeling, retention, and compliance requirements.

  2. Alert Management: Detect policy violations with real-time alerts and investigate object-level Sub Alerts for targeted resolutions.

  3. Granular Actions: Take precise actions on alerts, such as resolving, reassigning, muting, or excluding objects from future scans.

  4. Seamless Integrations: Apply policies across platforms like SharePoint, Google Drive, and OneDrive with tailored inclusion or exclusion rules.

  5. Audit Tracking: Maintain detailed logs of user actions to ensure compliance and accountability.

  6. Role-Based Access: Enable role-specific workflows (e.g., Admins, Alert Owners) for secure and efficient collaboration.


Why Use Playbooks?

Playbooks simplifies policy enforcement, reduces manual effort with automation, and provides the visibility and control needed to manage sensitive data effectively. By offering real-time alerts, granular controls, and seamless integration with existing systems, it enables organizations to respond proactively to potential risks and ensure ongoing compliance.


      • Introduction to Sub Alerts

      • Accessing Sub Alerts

      • Viewing Sub Alerts

      • Individual Sub Alert Actions

        • Resolving Sub Alerts

        • Reassigning Sub Alerts

        • Adding Sub Alerts to No Scan List

        • Adding Sub Alerts to Permit List

        • Muting Sub Alerts

      • Batch Sub Alert Actions

      • Multiple Alert-Level Actions

      • Alert-Level Actions

    • Audit Log Enhancements


🧠
🔦
🔔
Policy and Alerts
Types of Policies
How to Create a Rule Set
Viewing Alerts
Sub Alerts
Levels of Actions on Alerts
User Roles and Permissions
Audit Logs
No Scan List
Permit List
Policy in Read-Only Mode
What is LightBeam PlayBooks?