Balancing access, security, and productivity with Email Policy

Balancing access, security, and productivity with Email Policy

An organization typically includes multiple user groups, such as leadership, sales, and support, each with different email usage patterns and security needs. Administrators must balance flexibility and control, thereby ensuring email usage aligns with organizational and compliance standards.

However, managing email access across diverse teams comes with challenges:

  • Applying the same email rules to all users may not meet role-specific needs.

  • Sensitive or confidential information could be shared without adequate restrictions.

  • Excessive limitations can affect productivity for certain teams.

  • Managing settings individually for each user increases administrative overhead.

 To overcome these, Zoho Mail’s Email Policy enables administrators to define and assign specific sets of privileges and restrictions to users based on their roles or requirements.

What is an Email Policy?

An email policy is a set of rules and regulations laid down by an organization for its users to follow while using their professional email addresses.

By applying appropriate policies to different user groups, admins can enforce security and compliance standards while allowing teams to work efficiently within controlled email boundaries.

Why do you need an email policy?

  • Control access across devices and networks

As an admin, you can define multiple email policies and apply them to different users or groups. Email policies help restrict email access from untrusted devices or networks, ensuring users access their mail only from approved and secure environments.

  • Standardizing email usage and security rules

Admins can define policies to limit risky actions and apply account-level restrictions. This ensures users follow approved email usage standards, supporting the organization's security and compliance standards.

  • Flexible policy configuration

Admins can configure policies to set maximum limit for incoming and outgoing email sizes (with attachments), along with access and forward restrictions. This flexibility enables admins to create and apply organization-specific policies based on security and operational requirements.

 

How to set an Email Policy in Zoho Mail Admin Console?

  1. Login to the Zoho Mail Admin Console.

  2. Go to the Mail Settings menu from the left pane and select Email Policy.

  3. You will see the default Zoho Mail Business Policy listed.

  4. Click Create to create a new policy.

  5. Enter a name for the policy that you are going to create, and click Create.

  6. You will now have to define the restrictions that you would like to apply in this policy.

Know more about Email Policy

    • Sticky Posts

    • Organize your workforce efficiently with Locations in the Admin Console

      Keeping your organization structured becomes increasingly important as teams expand across different offices or regions. For administrators, having clear visibility into where users are based can simplify user management and improve operational clarity.
    • Ensure every user starts right with Welcome Email Templates

      Adding a new user to your organization extends beyond account creation–it requires delivering the right information at the right time to ensure a productive start. New users typically require key details upon joining, such as login instructions, security
    • Standardize email communication with Signature Template

      Maintaining a consistent and professional signature across all outgoing emails is essential for any organization. However, when users manage their signatures individually, it often leads to inconsistencies like varying formats, missing designations, or
    • Streamline email communication with Out of Office configuration

      Managing user communication effectively is the key to ensuring timely responses and consistent messaging. However, when users are unavailable, the absence of an Out of Office response can lead to delays and missed expectations. Managing these settings
    • Managing user mailbox actions

      An organization often has users with different roles and responsibilities, such as leadership, operations, or support teams. While some users may require full access to email features, others may only need limited functionality. For example, enabling
    • Recent Topics

    • Placeholder doesnt work in email tempalate

      Hi Team,  I have put in the customer happiness rating place holder in my email template but when I pick the template in my ticket and send it to client, the place holder doesnt get generated. What am I missing here? screenshot attached. 
    • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

      A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
    • Option+C shortcut conflict

      In the latest Cliq release, you introduced `Option+C` shortcut to start a new audio call. In Polish, `option+C` is used for letter `ć`. I changed this button combo but `Option+C` is still being blocked and doesn't allow me to write letter `ć`.
    • Zoho Books | Product updates | April 2026

      Hello users, Welcome to our April 2026 product updates roundup! Highlights include profit margin for sales transactions, insights in reports, recording deposits from undeposited funds in banking, and faster production workflows with improved assembly
    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
    • What is the maximum length/size of a presentation on Apple TV?

      Hello, I have a presentation here that I regularly show on Apple TV. It’s always the same presentation, which keeps getting longer and more extensive over time. Almost every slide contains a graphic or photo that takes up the entire slide. That means:
    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
    • How to set custom Sales Order numbers

      I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
    • Differences - Blueprint vs. Approval Process

      Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales
    • Displaying Rate Inclusive of GST per unit

      Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current
    • RouteIQ user Licensefor Non–Zoho One User

      Zoho RouteIQ needs to be purchased for Zoho CRM. The current setup uses the Zoho One plan, but RouteIQ is required for a different user who is not part of Zoho One. However, they need access to routes and customer details within RouteIQ for planning their
    • Zoho Flow not handling Boolean properly

      Hi, I have a checkbox in one system that I'm trying to sync with a checkbox in Zoho CRM. The value from the source system comes in as blank (unticked) or 1 (ticked). I've written the following custom function to convert the output to either boolean false
    • Set Default Status of Assembly to "Assembled" When Entered in UI

      I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
    • How to Automate an Unsubscribe based on Scoring

      I automatically assign a negative point score to bounced emails and would like to automate unsubscription of these emails from our Campaigns, without losing the contact data. (Oftentimes the lead is no longer at a business, but I want to keep the business
    • Introducing the New Applications Module

      We're excited to introduce the Applications module, a powerful new feature designed to revolutionize how you manage job applications. This module offers a more streamlined, efficient approach to tracking and processing candidates throughout your recruitment
    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
    • since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents

      Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the
    • Sales Allowed Beyond Available Stock and Payment Recorded Without Restriction

      Hi, While testing in Zoho Inventory, I noticed that a sales order can be created with a quantity exceeding the available stock in the selected warehouse. In my case: Available stock: 5 units Ordered quantity: 6 units Despite this: I was able to convert
    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
    • How can I add Material cost to a project?

      Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
    • Users I've shared the sheet with cannot use the Custom Functions

      Hi, I have a Zoho Sheet worksheet that I shared to 2 colleagues, giving them full access: In that worksheet, I created a button with a custom Deluge function and it works flawlessly for me: For those I shared the worksheet to, when they click the button,
    • Mail bounces due to bad reputation

      Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]
    • Automation Series #3: Macro vs Workflow in Zoho Desk

      Workflows vs Macros in Zoho Desk: Choosing the right help desk automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
    • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

      Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
    • WO Completion Status Not Updating Automatically

      Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could
    • Limiting the form - Zoho People

      Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An
    • Introducing PDF conversion in Deluge

      Hello everyone, We're pleased to introduce built-in PDF conversion capabilities in Deluge with the launch of the convertToPDF task. As PDF is one of the most widely used formats in professional environments, this task helps streamline document generation
    • Introducing our new 'Extension Development' Series!

      Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you
    • Product Updates in Zoho Workplace applications | March 2026

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
    • How to install Widget in inventory module

      Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
    • Credit card transactions are backwards after importing statements

      I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
    • BMO bank connection not working with either Yodlee or Plaid

      Been experiencing this issue for almost a month now. Anyone else?
    • How to reduce inventory valuation when not tracking individual items?

      We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's
    • Email templates for estimates

      Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note
    • Stage-probability mapping feature in custom module

      Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
    • Mastering Zia Match Scores | Let's Talk Recruit

      Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
    • Zoho Home Tasks View - any way to add conditional formatting?

      Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom
    • User Name in Zoho Cliq Not Updating Across Apps?

      We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
    • Next Page