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THE POLICY EDITOR USER GUIDE

What is the Policy Editor?

The Policy Editor is the editing tool within EPM for Windows and Mac that you can use to define your policies.

How is it useful?

Use the Policy Editor to customize a QuickStart template, create a new policy with no preexisting configuration, or edit an existing policy.

How do I access the Policy Editor?

  1. From the left menu, click .
    The Policies page displays.
  1. For new policies:
    1. Click Create Policy.
      The Policy Creator page opens, and the Workstyles page displays by default.
  2. For existing policies:
    1. Locate the policy you want to edit from the list.
    2. Click > Edit & Lock Policy.
      The Policy Creator opens, and the Workstyles page displays by default.

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