How do I configure a User Policy Profile in 8x8 Admin Console?

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Objective

User policies allow administrators to restrict their user's access to certain 8x8 Work features. These are implemented by setting up a template, which can then be applied to one, some, or all users.

Follow the steps below to configure, edit, and apply a user policy profile template to restrict users' access to certain features.

Applies To

8x8 Admin Console
Administrators
User Policy Profiles

Try It Live

Click here for a live, step-by-step walkthrough of this process! (Requires login.)

Procedure

Create/Edit Profile Template

Log in to 8x8 Admin Console.
On the top left of the page, click the menu icon (three horizontal lines) .
Near the bottom of the list, click Profile Polices.
- To edit an existing profile policy template: On the right side of the template you would like to modify, click the edit (pencil) icon.
- To create a new profile policy template: Near the top right of the page, click +Create new profile policy.
Set the Policy Name as desired.
Use the sliders to enable or disable the listed settings based on your preferences. (Descriptions are provided below each option.)
At the bottom of the page, click Save.

Optional: To set a profile template as the default for all newly created users, in the Profile policies list, to the right of the template you wish to set as default, click the three dots icon > Make default.

Apply Profile Policy to Users

Single User

Edit the desired user profile via Users > edit (pencil) icon.
On the user's profile Edit page, scroll to the Services and permissions section.
Under Assign a profile policy, select the desired policy to apply to the user.
Click Save.

Multiple Users

From the Users list, select the users to whom you wish to apply the policy.
At the upper right of the page, click the Bulk Edit button.
On the Bulk Edit page, scroll to the Services and permissions section.
Check the box next to Assign a profile policy.
From the dropdown, select the desired policy to apply to the users.
Click Continue.
On the subsequent page, review your changes.
Click Confirm Bulk Edits to complete the application.