Set up configuration policies

Manage configuration settings per policy and assign them at the Site, Folder, or Agent levels to ensure compliance across your end users' Windows devices.

Manage configuration settings per policy and assign them at the Customer, Folder, or Agent levels to ensure compliance across your end users' Windows devices.

For more info on policy behavior and available configurations, see Configuration Policies

 

Create a new policy

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 Sites, Folders, and Agents.
• Technicians can assign policies to individual Agents only, as long as they have the required permissions for that site.

• 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 Sites, Folders, and Agents.

You can assign policies for Customers, Folders, and Agents.

 

Assign at Site level

Assign at Customer level

Note:

• All unassigned folders and devices under the site will inherit the policy.
• You can assign only one policy per site.

• 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 Site:

To assign a policy to a Customer:

1. Create the policy

2. Under Policy Assignment, select the Sites tab.

2. Under Policy Assignment, select the Customers tab.

3. Select your site(s) from the dropdown list.

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 site(s) will appear under Assigned sites and the policy will be immediately applied to all associated and inherited agents.

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 Site.
• 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:

1. Create the policy

2. Under Policy Assignment, select the Folders tab:

3. Select your site from the dropdown list.

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 Site.
• 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.

 

Edit a policy

You can edit the policy name, description, and configuration.

To edit the name or description:

1. Open the policy and click in either field to make your desired changes. 

2. Go to the top right of the page and click Save.

Your configuration policy has been changed. See the Activity Log for more details.

 

To edit the policy configuration:

1. Open the policy and make the desired changes.

2. Go to the top right of the page and click Save.

Your configuration policy has been changed. See the Activity Log (Admin > Activity Log) for more details.

 

Delete a policy

This section describes:

• Deleting policies
• Removing policies from Sites/Folders
• Removing policies from Customers/Folders
• Removing policies from Agents

 

To delete a policy:

1. From Admin (on the sidebar), click Configuration Policies.

The Configuration Policies page appears.

2. Click Actions. Then select Delete.

2. Click Actions. Then select Delete.

 

To remove a policy from a Site or Folder:

To remove a policy from a Customer or Folder:

You can remove policies from your Sites and Folders within the policy itself. Removing them at the agent level can be done within the Agent Console itself.

You can remove policies from your Customers and Folders within the policy itself. Removing them at the agent level can be done within the Agent Console itself.

Note:

• Deleted policies will be removed from all associated agents without reverting their configurations. We recommend reverting to device settings within your policy's toggled configuration(s) to revert those configurations.
• Policies can be removed from specific agents within the Agent Console.

1. Open the policy and go to Policy Assignment.

2. Hover over the site and click the remove delete icon ().

2. Hover over the customer and click the remove delete icon ().

3. Go to the top right of the page and click Save.

 

To remove a policy from an agent:

1. From Devices (on the sidebar), select your device.

The Agent Console appears.

2. Click Manage, next to Configuration Policy. The Assign Configuration Policy window appears.

3. Select None from the dropdown menu.

4. Click Assign.

The policy has been removed from the agent. See the Activity Log (Admin > Activity Log) for more details.