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Edit a Policy

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Updated at Jul 27, 2024
By Kali Patrick

Related Docs

  • About Policy Inheritance
  • Create a Policy
  • Remove a Policy
  • Assign a Policy

Even after you've set up your policies, you can easily edit them so that any assets assigned to a policy (either directly or through policy inheritance) automatically change their settings to match. 

To edit an existing policy, follow these steps:

  1. Navigate to the Policies tab/module. The Policies table displays your existing policies.
  2. Click the hyperlinked name of a Policy to open the Policy Builder in edit mode:


    Note: Syncro's Policy Builder defaults to the read-only Policy Overview section, which ONLY shows the policy categories previously added or disabled. 
  3. Edit the Name of the policy if you want.
  4. In the left panel, click a Policy Category to edit the sections and items within the sections.
    Tip: The numbers in parenthesis next to Policy Categories indicate the number of sections enabled/disabled. 
  5.  After making your changes, click Save Policy. Syncro displays a message indicating your changes are saved.
  6.  If desired, click Back to Policies to return to the Policies tab/module.

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