Configuration policies will be immediately applied to the associated agents when created (or saved). They will also be reapplied every 12 hours to ensure compliance across your end-user devices.
Note:
- Full admin access is required to create and assign policies to Customers, Folders, and Agents.
- Technicians can assign policies to individual Agents only, as long as they have the required permissions for that customer.
1. From Admin (on the sidebar), click Configuration Policies.
The Configuration Policies page appears.
2. Click New policy. The Create New Policy page appears.
3. Give your new policy a name and description.
4. Toggle on your preferred configuration(s).
Note: More configurations coming soon!
5. Configure the policy.
6. Assign the policy (you can also do this later).
7. Click Create (top right of the page).
Your configuration policy is saved. See the Activity Log (Admin > Activity Log) for more details.
Assign A Policy
You can assign policies for Customers, Folders, and Agents.
Assign At Customer Level
Note:
- All unassigned folders and devices under the customer will inherit the policy.
- You can assign only one policy per customer.
To assign a policy to a Customer:
2. Under Policy Assignment, select the Customers tab.
3. Select your customer(s) from the dropdown list.
4. Click Add.
5. Go to the top right of the page and click Save.
Your customer(s) will appear under Assigned customers and the policy will be immediately applied to all associated and inherited agents.
Assign At Folder Level
Note:
- A policy assigned to a Folder will override any assigned to the parent Customer.
- All unassigned devices within the folder will inherit the policy.
- You can assign only one policy per folder.
To assign a policy to a Folder:
2. Under Policy Assignment, select the Folders tab:
3. Select your customer from the dropdown list.
4. Select your folder(s) from the dropdown list.
5. Click Add.
6. Go to the top right of the page and click Save.
Your folder(s) will appear under Assigned folders and the policy will be immediately applied to all associated and inherited agents.
Assign At Agent Level
After creating a configuration policy, you can assign policies to individual agents from within the Agent Console. Once assigned, they can be viewed from within the configuration policy.
Note:
- A policy assigned to an Agent will override any assigned to the parent Folder and/or Customer.
- You can assign only one policy per Agent.
To assign a policy to an Agent:
1. From Devices (on the sidebar), select your device.
The Agent Console appears.
2. Click Manage, next to Configuration Policy, under Profiles (right side of the page).
The Assign Configuration Policy window appears.
3. Select a policy to manage the device.
4. Click Assign.
The policy is assigned to the device.