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How do I configure a User Policy Profile in Configuration Manager?
8x8 Support

How do I configure a User Policy Profile in Configuration Manager?

Objective

User policies allow administrators to restrict their user's access to certain Virtual Office 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

  • Virtual Office Configuration Manager
  • Administrators
  • User Policy Profiles

Procedure

Create/Edit Profile Template

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Click here for a live, step-by-step walkthrough of this process!

  1. Log in to VO Configuration Manager.
  2. On the top left of the page, click the menu icon (three horizontal lines) clipboard_e7c8182ef5c7e47bf5c4ad006c33a3d83.png .
  3. 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.
      2019-07-30 15_01_10-.png
  4. Set the Policy Name as desired.
  5. Use the sliders to enable or disable the listed settings based on your preferences. (Descriptions are provided below each option.)
  6. 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

  1. Edit the desired user profile via Users > edit (pencil) icon.
    2019-07-30_10-21-37.png
  2. On the user's profile Edit page, scroll to the Services and permissions section.
  3. Under Assign a profile policy, select the desired policy to apply to the user.
  4. Click Save.
    2019-08-09_14-19-53.png

Multiple Users

  1. From the Users list, select the users to whom you wish to apply the policy.
  2. At the upper right of the page, click the Bulk Edit button.
    2019-08-09_14-22-53.png
  3. On the Bulk Edit page, scroll to the Services and permissions section.
  4. Check the box next to Assign a profile policy.
  5. From the dropdown, select the desired policy to apply to the users.
  6. Click Continue.
    2019-08-09_14-25-31.png
  7. On the subsequent page, review your changes.
  8. Click Confirm Bulk Edits to complete the application.