Policies

About policies

A Datto RMM policy is a framework by which you define the technical model behind a Standard Operating Procedure (SOP). A policy allows you to do the following:

  • Define something you want to do, for example, configure a setting or run a monitor.
  • Define which devices you want to target by using filters and groups.
  • Deploy any changes immediately or wait for the changes to be automatically deployed later.

Creating a policy

Navigate to a Policies page by following any of the navigation paths described in Security and navigation. Click Create Policy and specify the policy details.

NOTE  If you are viewing a list of policies that is not filtered by Type and you click Create Policy, the policy type will default to Monitoring. However, if you are viewing a specific type of policies, for example, Agent policies (Policies > Agent) and click Create Policy, the policy type will default to the one you are currently viewing (in this example, Agent).

NOTE  If you are viewing a list of policies of one site (Sites > All Sites > click the name of a site > Policies) and click Create Policy, the policy scope will default to the site that is currently selected, but the scope can be changed.

Exporting and importing policies

Viewing and managing policies

Best Practices (ComStore policies)