Working with policies

Use the Policy Management > Policies page to review existing policy information. This page also serves as a launch point for adding, editing, and deleting policies, copying policies to delegated administration roles (Super Administrators only), and printing detailed information about your policy configuration.

The Policies page includes a list of existing policies. The list includes a name and description for each policy, as well as the number of user, network, and computer clients to whom that policy has been assigned.

  • To add a policy, click Add, and then see Creating a policy, for more information.
  • To edit a policy, click the policy name in the list, and then see Editing a policy, for more information.
  • To delete a policy, mark the check box next to the policy name, and then click Delete.
  • To see which clients are filtered by the policy, click a number in the Users, Networks, or Computers column. The client information appears in a popup window.

To print a list of all of your policies and their components, including filters, custom categories and protocols, exceptions, keywords, custom URLs, and regular expressions, click Print Policies To File. This feature creates a detailed spreadsheet of policy information in Microsoft Excel format. It is intended to provide a convenient way for human resources specialists, managers, and others with supervisory authority to review policy information.

If you have created delegated administration roles (see Delegated Administration and Reporting), Super Administrators can copy policies that they have created to other roles for use by delegated administrators. The filters enforced by the policy are also copied.

Note: Because delegated administrators are governed by the Filter Lock, when the Permit All filters are copied, the copy is given a new name, and Filter Lock restrictions are applied. Unlike the original filter, the copied filter can be edited.

To copy policies to another role, first mark the check box next to the policy name, and then click Copy to Role. This process may take up to several minutes. See Copying filters and policies to roles, for more information.