Setting up your first policy

Use the Web > Policy Management > Policies page to create a basic policy to determine which websites can and cannot be accessed by users whose traffic is managed by the cloud service.

This process walks you through creating a very basic policy that you can customize later if necessary. See Creating a new policy for complete instructions and details.

Steps

  1. Click Add.
  2. Enter a policy name and administrator email address. This email address is used as the address from which system messages are sent.
  3. Select a pre-defined policy template to use as the basis for your new policy:
    • Default blocks access to sites in commonly blocked categories, like Adult Material, Gambling, and sites that present a security risk, while permitting access to sites commonly used for business or educational purposes.
    • Basic blocks the most frequently blocked categories and permits the rest.
    • Security only blocks only sites that present a security risk (like phishing- related sites or sites that host malware) and permits access to all others.
    • Monitor only does not block any websites, but does log user activity for use in reporting.
  4. Select a Time zone for this policy. This may be used both for time-based policy enforcement and reporting log records.
  5. When you are finished, click Save.