Directives

Policies allow the creation of client-type organizations through a template, so that each time a new organization is registered, it can be done following a pattern, which can be used to apply certain configurations, such as user access or the activation of FlexxAgent. They are useful for assigning certain characteristics to one or more report groups, making their management easier and saving time for users of managed service provider (MSP) organizations.

From the overview, you can access a list of the created Policies, as well as a brief description of them. By clicking on View detail you can obtain more data, such as the report groups to which it is being applied and the names of the users responsible for its management.

Each time a new organization is registered, the report groups defined in the policy will be created, and the users defined in the policy will have access. At the same time, from the Policy itself, it can be determined whether partner-type users will have access to manage an organization in Portal or not -->

New Policy

To create a new policy, simply press the New tab and enter the requested information: Name, description, product to which it will be linked, and user data of the people who will be in charge of managing it.

It is also possible to assign a Policy to an organization from Tenants.