Policies - New UI

About policies

A Datto RMM policy is a framework by which you define the technical model behind a Standard Operating Procedure (SOP). A policy allows you to do the following:

  • Define something you want to do, for example, configure a setting or run a monitor.
  • Define which devices you want to target by using filters and groups.
  • Deploy any changes immediately or wait for the changes to be automatically deployed later.

Creating a policy

Navigate to the Policies page by following any of the navigation paths described above. Click Create Policy and specify the policy details.

NOTE  If you are viewing a list of policies that is not filtered by Type and you click Create Policy, the policy type will default to Monitoring. However, if you are viewing a specific type of policies, for example, Agent policies (Policies > Agent) and click Create Policy, the policy type will default to the one you are currently viewing (in this example, Agent).

NOTE  If you are viewing a list of policies of one site (Sites > All Sites > click the name of a site > Policies) and click Create Policy, the policy scope will default to the site that is currently selected, but the scope can be changed.

Viewing and managing policies

Best Practices (ComStore policies)