Creating a policy set and assigning it to users

This procedure shows you how to create a policy set. You can then configure the relevant mobile devices, and user security as necessary.

To create a policy set and apply it to one or more roles:

  1. Log in to Admin Portal.
  2. Click Access > Policies > Add Policy Set.
  3. Define the policy related information:
  4. Enter a name for the policy set.

    You can use uppercase and lowercase characters, spaces, numbers, and most special characters (you cannot, for example, use the forward and backward slash). The Name text box outline turns red if you enter an illegal character.

  5. Enter the Description you want to appear on the Admin Portal Policy page.
  6. Configure the Set policy to active option if necessary.

    This option is enabled by default.

  7. Specify the policy assignment:

    • All users

      Applies this policy to all users registered on Privileged Access Service.

    • Specified roles

      Click Add to select the roles to which you want this policy applied.

    • Sets (NOT applicable for unregistered devices)

      Specify the set type (currently only Device type is supported) for registered devices and the set parameters (iOS devices, corporate owned devices, etc.). Sets are a collection of devices, users, etc.

      Important: Do not use this option when configuring a policy for device registration. Sets only apply to register devices. If you assign this policy to users who do not already have a device registration policy (through the All Users and Devices or Specified Roles option), device registration will fail.

  8. Click Save.