Managing Policies

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The main way to manage devices via the CloudCare portal is through policies, which are groups of security rules that determine how Business Agent and available services work on end devices in your network. In other words, policies provide all of the settings for the features/services installed on the endpoints. Any changes to a policy are applied to the devices and groups using that policy.

Avast Business Management Consoles include a default policy template that has already been set up with the recommended configuration. You can apply this template or create your own by either duplicating the default one to customize it or creating a new template altogether. Note that the default template cannot be deleted until another policy takes its place.

You can also easily edit any created policy or revert it to its default settings .

A single policy contains settings for Windows and macOS workstations and Windows servers, so you do not need separate policies for each operating system.

Creating Policies

To create a new policy:

1. Go to the Policies page (at partner level for master policies or customer level for customer policies)
2. Click the plus sign in the left-hand pane
3. Choose whether the new policy will be based on the Avast Default Settings template or on one of existing policies
4. Give the policy a name and, if desired, a description
5. Click Add

This will automatically open the new policy, where you can customize the settings further.

Editing Policies

Selecting the name of a policy from the left-hand pane of the Policies page will open that policy's settings.

Here, you can rename the policy or change its description, edit policy assignments (devices/customers to which the policy applies), and customize the available settings.

Before exiting the policy, save your changes by clicking the Save & Apply to Customers button (for master policies) or Save & Apply to Devices (for customer policies).

Note that customer policies are accessible/can be edited only at customer level. Also, master policies applied to a customer can be viewed at customer level, but can only be modified at partner level.

If after creating and assigning a master policy you need to make changes for a single customer within the master policy, the change will need to be made by creating or editing a customer policy instead of changing the master policy. Changing the master policy will change and affect all customers tied to that particular master policy.

Duplicating Policies

You may wish to duplicate the settings of one policy to only change a few details for a different group of devices or specific customers. To do so:

1. Go to the Policies page (at partner level for master policies or customer level for customer policies)
2. Select the desired policy from the left-hand pane
3. Click Copy next to the policy's name
4. Enter the name and, if desired, the description for the duplicate
5. Click Copy Policy

Another way to create a copy of a policy is to select the policy you wish to copy during the policy creation process (see Creating Policies above).

Assigning Policies

To apply a master policy to one or more customer accounts:

1. Go to the Policies page (at partner level)
2. Select the desired master policy from the left-hand pane
3. Under General Settings, expand the Customers in this Policy section
4. Do one of the following:
   • To assign the policy to all customers, click the Add All >> button
   • To assign the policy to specific customers only, mark the customers (you can select multiple accounts at the same time), then click the Add Customer >> button
5. Apply your changes

Note that assigning a master policy to an account does not apply the policy to devices.

To apply a customer policy to one or more devices:

1. Go to the Policies page (at customer level)
2. Select the desired customer policy from the left-hand pane
3. Under General Settings, expand the Devices in this Policy section
4. Click the Assign Devices button

5. In the left-hand section, select the current policy of the device(s) to which you want to apply the desired policy
6. In the right-hand section, mark the devices and move them to the desired policy using the drag-and-drop function
7. Click Close
8. Apply your changes

Deleting Policies

To delete an existing policy:

1. Go to the Policies page (at partner level for master policies or customer level for customer policies)
2. Select the desired policy from the left-hand pane
3. Click the Delete Policy button at the bottom of policy settings

4. Confirm the action

   • If you have devices tied to the policy you are deleting, they will automatically be reassigned to the Default Master Policy.