Create and edit policies
- 1.Click Add new policy from the Policy Manager screen, and a enter details when prompted.
- 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.Select whether you’d like to apply your policy to organizations or to Project attributes.
- 4.
- 5.Add rules to the policy. Click here for information on adding license rules or click here for information on adding security rules​
- 6.Click Submit to create and save that policy.
Submit a policy
- 1.Click the name of an existing policy in the Policy Manager tab to make any changes.
- 2.
- 3.Click Submit to save your changes.
Click the ... on the right-hand side to duplicate or delete a policy:
Other policy actions
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.
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.
Last modified 1mo ago