Managing policy templates

If you have a Partner (MSP) account, you can create multiple Policy Group Templates and select the template while creating new customers.

Policy Group Templates can be created under your own Self Customer account as a Partner. While you already switched to your own Self Customer account, you’ll be able to access the Public Templates menu under the Policies from the left navigation bar.

You can create as many templates as you want and configure them like regular Policy Groups.

You can also utilize the advantages of using Public Custom URL Groups. Once you configured some of your Custom URL Groups as public, you can select a proper action on those groups in your templates. So, as a Partner, it gives you the option to build your own exception lists (via Custom URL Groups) and use proper actions for that list on every newly created customer (with the help of the Policy Group Templates).

After creating some templates, you can select the template on the 4th step of the customer creation like the screenshot below.

It is also possible to change the default policy of a previously created customer to a Policy Group Template. To do this, switch the customer that you already created and open the Policies → Policy Groups page first. After that, you can open the Actions menu for the Default policy by clicking on the three-dot icon on the right and selecting the Change Template option.