View, create, and modify policies

View policies

You must be a Group administrator to view, create, and modify policies for that Group.

Select the Policies menu option to see the policies in your Group, arranged by category, License policies, and Security policies.

Expand a category to see a list of the policies in that category:

This list includes the default policy, which is automatically created for new Groups for each policy category and cannot be removed.

Policy details

When you expand a category, the screen shows the policies applied to Project attributes and applied to Organizations. You can click to Learn which policies take precedence in each category. You can also search for a particular policy.

Default policies

Each policy category has a default policy. Default policies can be applied only to Organizations, not Project attributes.

When you create a new Organization, it will automatically be added to the default policy unless you have copied the settings of an existing Organization. You can assign an Organization to a different policy if desired.

The default policy cannot be deleted; however, the default policy name, description, and rules can be edited to match your preferences. A default policy can also contain no rules if you'd prefer.

See Assign a policy to an Organization for details.

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

Create a policy

  1. On the Policy Manager screen, select Add new policy and in response to the prompts, enter the details.

  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. Select whether to apply the policy to Organizations or Project attributes.

  4. Select the Organizations or attributes to which you want to apply the policy.

  5. Click Submit to create and save the policy.

Edit a policy

  1. Click the name of an existing policy in the Policy Manager tab to make any changes.

  2. Change the Organizations, attributes, and rules as you wish.

  3. Click Submit to save your changes.

Duplicate or delete a policy

To duplicate or delete a policy, click the three dots on the right-hand side:

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.

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

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