Assignments Basics


This page opens when you navigate to Web Filter, then open the Policy Management menu and click Assignments.

This page contains a list of Policy assignments and their associated Rule Sets.

Use this page to create, view, and edit Assignments to apply a Rule Set to a user, device, or group.

With one important exception, built-in and custom Rule Sets do not take effect until you assign the Rule Set to users, groups, organizational units, or devices on your network. The exception is the Default rule set, which is the “failsafe” policy for everyone who isn’t assigned a different Rule Set.Policy Assignments are evaluated in order from top to bottom. The first one that matches the user’s authentication credentials will be used to apply the associated Rule Set. If no matches are found, the Default rule set will be applied.

Note: User OU assignments are not inherited down to users who are in lower-level OUs.

Adding an Assignment

This section allows the Administrator to assign users, groups or IPs to rule sets.

  • 1. To make an assignment, navigate to Web Filter > Policies: Policy Assignments > Assignments.
  • 2. In the Assignments grid, click the green “+” icon.
  • 3. In the Add Assignment form, edit the fields as needed.
  • 4. Click Save to apply your changes, or click Cancel to discard your changes and return to the previous page.

 

Editing an Assignment

  • 1. Click Web Filter, open the Policy Management menu, then select Assignments.
  • 2. In the Assignments grid, click on any assigment to edit it. The following form will open.

  • 3. In the Assignments form, edit the fields as needed.
  • 4. Click Save to apply your changes, or click Cancel to discard your changes and return to the previous page.

 

Assignment Priorities

Policy Assignments are evaluated in order from top to bottom. The first one that matches will be used to apply the associated Rule Set. If no matches are found, the Default Tier Policy will be applied.

Note: Policy Assignments configured for user names should be placed at the top so they will be evaluated first.

To change the evaluation order:

  • 1. Click Web Filter, open the Policy Management menu, then select Assignments.

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  • 2. Left-click the mouse to select the item to move, then hold down the left mouse button and drag the item up or down in the list.
  • 3. Release the mouse button and click Save-to to apply your changes.

 

Deleting an Assignment

  • To delete (permanently remove) an item, mouse over the item you wish to remove, then click the X on the right side of the row. You will be prompted to confirm the action.

Caution: Items deleted this way are permanently removed, and cannot be recovered.

 

Assigning a Rule Set

If you have not already done so, create the custom Rule Set.

  • Click the dropdown list on the right side of the row to apply a different rule set to the assignee.

 

Assigning Tier Policies

If a user does not match any policy assignments, the web filter will apply the built-in “Default” Rule Set. If you prefer, you can select one of the other built-in rule sets, or one of your own custom rule sets.

To assign a Tier Policy:

  • 1. Navigate to Web Filter, then open the Policy Management menu and click Assignments.
  • 2. Use the right scroll bar if necessary to find the Tier Policy at the bottom of the list.

  • 3. Open the dropdown list on the right side of the Tier Policy row, then select the Rule Set to apply.

 

Assigning a Schedule

If you have not already done so, create the Schedule.

  • Click the dropdown list on the right side of the row to apply a schedule to the assignee.