How to create a custom policy?

With the Securly web filter, you can create customized policies for any of your OUs depending upon their specific requirements.

To create a customized policy:

  1. Login to your Securly account.
  2. Navigate to "Policy Editor" and click on "Custom Policy" to create a new policy.

custom_policy.png

  1. A screen will be displayed where you need to provide a policy name in the 'Let's name it' field and click ‘Create’. A new policy will be created.                                                                                              
    create_custom_policy.png                           

    Note: If you select the ‘Is this a Take Home Policy?’ checkbox, a take-home policy will be created. You can only have one take-home policy at any given time. If a take-home policy is already created, there will not be an option on the create a customized policy screen. (Learn, How to create a take-home policy?)

Select ‘Is this a per IP Policy?’ only if your school has multiple IPs and you want to create a policy for a specific public IP. An IP-based policy takes precedence over user-based policies.

  1. The policy will be empty by default. Change the policy to fit the needs of this group of users. Ensure the policy settings are correct before assigning to an OU.                                                                
    high_school_settings.png 

  2. A user can only have one policy assigned at a time, default, or custom policy.

    Note that Global settings, IP based policies, and Take-Home Policy are not directly assigned to users or OUs.

    Once you create a policy with the settings you want, go ahead and assign OUs to it. To learn more about assigning OUs, click here

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