- Full admin access is required to create and assign policies to Customers, Folders, and Agents.<\/li>
- Technicians can assign policies to individual Agents only, as long as they have the required permissions for that customer.<\/li><\/ul>\n\n\n\n
1. From Admin<\/em> (on the sidebar), click Configuration Policies<\/strong>.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
The Configuration Policies<\/em> page appears.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
2. Click New policy<\/strong>. The Create New Policy<\/em> page appears.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
3. Give your new policy a name and description.<\/p>\n\n\n\n
4. Toggle on your preferred configuration(s).
Note:<\/strong> More configurations coming soon!<\/p>\n\n\n\n<\/figure>\n\n\n\n
5. Configure the policy.<\/p>\n\n\n\n
6. Assign the policy<\/a> (you can also do this later).<\/p>\n\n\n\n
<\/figure>\n\n\n\n
7. Click Create<\/strong> (top right of the page).<\/p>\n\n\n\n
Your configuration policy is saved. See the Activity Log<\/em> (Admin<\/em> > Activity Log<\/em>) for more details.<\/a><\/strong><\/p>\n\n\n\n
Assign A Policy<\/h2>\n\n\n\n
You can assign policies for Customers, Folders, and Agents.<\/a><\/p>\n\n\n\n
Assign At Customer Level<\/h3>\n\n\n\n
Note:<\/strong><\/p>\n\n\n\n
- All unassigned folders and devices under the customer will inherit the policy.<\/li>
- You can assign only one policy per customer.<\/li><\/ul>\n\n\n\n
To assign a policy to a Customer:<\/strong><\/p>\n\n\n\n
1. Create the policy<\/a><\/p>\n\n\n\n
2. Under Policy Assignment<\/em>, select the Customers<\/em> tab.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
3. Select your customer(s) from the dropdown list.<\/p>\n\n\n\n
4. Click Add<\/strong>.<\/p>\n\n\n\n
5. Go to the top right of the page and click Save<\/strong>.<\/p>\n\n\n\n
Your customer(s) will appear under Assigned customers <\/em>and the policy will be immediately applied to all associated and inherited agents.<\/a><\/p>\n\n\n\n
Assign At Folder Level<\/h3>\n\n\n\n
Note:<\/strong><\/p>\n\n\n\n
- A policy assigned to a Folder will override any assigned to the parent Customer.<\/li>
- All unassigned devices within the folder will inherit the policy.<\/li>
- You can assign only one policy per folder.<\/li><\/ul>\n\n\n\n
To assign a policy to a Folder:<\/strong><\/p>\n\n\n\n
1. Create the policy<\/a><\/p>\n\n\n\n
2. Under Policy Assignment<\/em>, select the Folders<\/em> tab:<\/p>\n\n\n\n
<\/figure>\n\n\n\n
3. Select your customer from the dropdown list.<\/p>\n\n\n\n
4. Select your folder(s) from the dropdown list.<\/p>\n\n\n\n
5. Click Add<\/strong>.<\/p>\n\n\n\n
6. Go to the top right of the page and click Save<\/strong>.<\/p>\n\n\n\n
Your folder(s) will appear under Assigned folders <\/em>and the policy will be immediately applied to all associated and inherited agents.<\/a><\/strong><\/p>\n\n\n\n
Assign At Agent Level<\/h3>\n\n\n\n
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:<\/strong><\/p>\n\n\n\n- A policy assigned to an Agent will override any assigned to the parent Folder and\/or Customer.<\/li>
- You can assign only one policy per Agent.<\/li><\/ul>\n\n\n\n
To assign a policy to an Agent:<\/strong><\/p>\n\n\n\n
1. From Devices<\/em> (on the sidebar), select your device.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
The Agent Console<\/em> appears.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
2. Click Manage<\/strong>, next to Configuration Policy<\/em>, under Profiles<\/em> (right side of the page).
The Assign Configuration Policy<\/em> window appears.<\/p>\n\n\n\n<\/figure>\n\n\n\n
3. Select a policy to manage the device.<\/p>\n\n\n\n
4. Click Assign<\/strong>.<\/p>\n\n\n\n
The policy is assigned to the device.<\/p>\n\n\n\n
<\/p>\n\n\n\n
Ref: Set up configuration policies \u2013 Atera Support<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
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 Read More<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1728,10,11],"tags":[],"class_list":["post-4967","post","type-post","status-publish","format-standard","hentry","category-atera","category-microsoft","category-website"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/4967","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4967"}],"version-history":[{"count":1,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/4967\/revisions"}],"predecessor-version":[{"id":4968,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=\/wp\/v2\/posts\/4967\/revisions\/4968"}],"wp:attachment":[{"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/SUMMALAI.COM\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}