Steps for setting up classification

Last published : Jun 07, 2026
Table: Process for setting up classification provides the steps for setting up classification of emails that are ingested into Arctera Unified Platform, using the Arctera Classification.
Related information

Table: Process for setting up classification

Step Description Further Information
Step 1 Ensure that the Arctera Classification service is enabled for your company in Arctera Unified Platform. To enable your organization for classification, contact Arctera Services & Support .
Step 2 Set up the required account access to the Arctera Classification. Assign the classification administrator role to the required accounts.
See Understanding and configuring administration roles .
Step 3 Access the Arctera Classification. You can access the Arctera Classification directly from Arctera Management Console.
See Accessing the Arctera Classification .
Step 4 Decide on the classification policies you require, and enable those policies. See the Arctera Classification help.
You can create custom policies if required. See Arctera Unified Platform item properties for use in custom classification policies .