How to Create a Policy Using a Template

Policy Templates give you a head start when creating a new Policy by pre-populating it with a curated set of catalog items and configurations. Choose from Addigy's built-in templates for common use cases, or mix and match assets from multiple templates to build your own. All catalog items added by a template can be customized after the Policy is created.

Note: Policy Templates must be enabled before use. Navigate to Account > Settings > Beta Features and enable Policy Templates.

Available Templates

Addigy provides the following built-in templates:

Monitor Devices — Alert-based monitoring for common device health states
Addigy Basic Security — Minimal security settings appropriate for businesses of all sizes
Restrict iCloud Access — Restricts access to iCloud services on macOS
Deploy Self Service — Self Service configuration for macOS devices
CIS Level 1 — Monitoring and remediation based on CIS Level 1 benchmarks for macOS

Navigate to Policies and click New.
Enter a name for your new Policy and click Continue.
Select Choose a Template.
In the Template Overview screen, select the template you want to use.
- A description of the template and its included assets will be displayed. Click any individual asset to see its configuration details.
Click Create to create the Policy with the selected template's assets.

Your Policy is now created. All catalog items added by the template are fully editable from the Policy.

How to Create a Policy Using a Custom Template

A Custom Template lets you hand-pick individual assets from across all available templates, giving you full control over exactly what gets added to your new Policy.

Navigate to Policies and click New.
Enter a name for your new Policy and click Continue.
Select Choose a Template.
In the Template Overview screen, select Create a Custom Template.
Check the box next to each asset you want to include. Assets are organized by category (Profiles, Compliance, Monitoring, etc.).
Click Create to create the Policy with your selected assets.

Note: Custom Template selections are not saved for future use. If you want to replicate the same configuration in a new Policy, you'll need to select the same assets again.