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Create and edit policies

Create a policy

  1. 1.
    Click Add new policy from the Policy Manager screen, and a enter details when prompted.
  2. 2.
    Set a policy name and a description to help you quickly identify a policy Note: Policies in the same category cannot have the same name. Policies cannot be saved without a policy name applied.
  3. 3.
    Select whether you’d like to apply your policy to organizations or to Project attributes.
  4. 4.
    Select the desired Organizations or attributes
  5. 6.
    Click Submit to create and save that policy.
Submit a policy
Submit a policy

Edit a policy

  1. 1.
    Click the name of an existing policy in the Policy Manager tab to make any changes.
  2. 2.
    Adjust Organizations, attributes, and rules as desired.
  3. 3.
    Click Submit to save your changes.

Duplicate or delete a policy

Click the ... on the right-hand side to duplicate or delete a policy:
Other policy actions
Other policy actions

Delete a policy

Deleting a policy cannot be undone. If you delete a policy that has Organizations assigned to it, those organizations will return to the default policy.

Duplicate a policy

Duplicating a policy will copy over the rules of a policy, but not the assigned Organizations or attributes. The new policy will automatically be called ‘Copy of (Policy Name)…” and can be edited as normal.