Smart Tag Assignment Policies

Document created by user.oxriBaJeN4 Employee on Sep 12, 2015Last modified by user.oxriBaJeN4 Employee on Mar 27, 2017
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Smart Tags are similar to folders which can group emails and files together. These can be used to either provide an individual or group to view the contents of messages that they are not the sender or recipient of, or provide users access to view files that have been archived. Once permissions to a Smart Tag have been granted, these emails can be viewed when logging on to the Mimecast Personal Portal or Mimecast for Outlook.


The Smart Tag Assignment policy allows Administrators to link emails to Smart Tags based on the sender and recipient details.


Smart Tags can be viewed from the Administration Console within the Archive menu. Additionally Archive Searches can be refined to return results from Smart Tags only.


It is useful to allow users to access emails that were sent or received by other user accounts or email addresses.  For example, if the organization uses a generic address, such as, or, it is possible to assign permissions to other others in the business to access the emails sent to or from these generic addresses.


In another scenario, project team members would be able to access all emails relating to a specific project, regardless of which team member sent or received that message.

What you need

  • An Administrator Console logon with access to the Administration | Gateway | Policies menu item.


Creating a policy


To create a policy, follow the instructions in the Creating / Changing a Policy article, but using the following options:


Policy NarrativeProvide a description for the Policy to allow you to easily identify it in the future.
Select Smart Tag Folder

Use the Lookup button to select the smart tag to be used.


Definition required?