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Create and modify policies

The Policy Manager allows you to create, edit, and duplicate or delete a policy.

Create a policy

  1. 1.
    On the Policy Manager screen, select Add new policy and in response to the prompts, enter the details.
  2. 2.
    Enter a policy name and a description to help you quickly identify a policy. Policies in the same category cannot have the same name. You cannot save a policy without a name.
  3. 3.
    Select whether to apply the policy to Organizations or Project attributes.
  4. 4.
    Select the Organizations or attributes to which you want to apply the policy.
  5. 5.
    Add rules to the policy. See Create a license policy and rules or Create a security policy and rules.
  6. 6.
    Click Submit to create and save the policy.
Create a policy
Create 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.
    Change the Organizations, attributes, and rules as you wish.
  3. 3.
    Click Submit to save your changes.

Duplicate or delete a policy

Click the three dots 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 copies the rules of a policy but not the assigned Organizations or Projects. The new policy is automatically called Copy of (Policy Name)… and can be edited as explained in Edit a policy.
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Last modified 1mo ago