Changing Devices' Assigned Policy

 

During the process of adding a device to the Hub, a policy through which that device will be managed needs to be preselected (see Adding Devices to Business Hub). However, this originally assigned policy can be replaced with another anytime via the Devices page of the console.

 

The quickest way to change the assigned policy for a single device would be via the drop-down menu in the device's Policy column.

Note that all settings from the previously used policy will be overwritten by those in the new policy.

You can also change a device's policy by opening the device's actions menu (three dots), then hovering over Change and selecting Change Policy.

In the pop-up dialog, use the drop-down menu to select the policy you wish to switch the device to, then click Apply.

One more way to change a device's assigned policy is from the device's Detail drawer - use either the actions menu in the top right corner or the drop-down menu in the About tab.

If, however, you need to change the policy for multiple devices, tick the checkboxes next to those devices, then select More > Change > Change Policy.

In the multi-tenant/partner console, this option will only be available when all selected devices belong to the same site/customer. The easiest way to ensure that is to perform this action at the site/customer level.

Lastly, you can change which of your devices are using a certain policy via that policy's Assignments settings. For more information, see Managing Policies.