Implementing policies

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When you first configured Endpoint Protection, you selected one of its default policies. (A policy defines the SecureAnywhere settings on endpoints, such as the scan schedule and shielding behavior.) You can continue to use your selected default policy or you can define more policies and assign them to endpoints. For example, you might want to give system administrators more control than you would other employees. In that case, you could create a new policy for administrators and keep everyone else on the default policy.

Note: To fully implement policies, you must have access permissions for Policies: Create & Edit and Policies: Assign Policies to Endpoints. To change access permissions, see Setting permissions for portal users.

To begin implementing policies, follow these steps:

  1. Decide if you want to keep using your default policy. All policies appear in the Policy tab. Your default policy is indicated by a gray arrow on the far left (see the highlighted row in the following example). Double-click on your default policy name to open the settings. (You cannot see any settings for the Unmanaged policy, because that policy specifies that endpoint users have control, not the administrator.) You can then review the SecureAnywhere settings and determine if the default policy meets your business requirements. If not, you need to create a new policy (you cannot modify the Webroot defaults).

  2. To add a new policy, see Creating policies.
    Tip: We suggest you determine policy names and settings first to make the process easier.
  3. Once you create new policies, you can assign them to endpoints in the Group Management tab. See Applying a policy to groups and endpoints.