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Add, reorder, turn off or delete Web Filter policy folders in Cloud Filter

Updated
This article applies to our Cloud products, which can include Admin Panel, Cloud Filter, Cloud Reports, and Smoothwall Monitor. It does not apply to On-Premise Appliance.

 

Policy folders can help you organise policies, such as grouping policies by User Group. Anything you enter into the fields of a Policy folder applies to all policies within that folder.

For On-Premise instead, see how to create policy folders or reorder, turn off, edit or delete them.

Important

For Hybrid setups:

  • After completing any of these steps, sync your changes to On-Premise Appliance by going to Filter > Publishing and selecting Publish.
  • In Cloud Filter, you can only change a policy’s action to Block or Allow. Use On-Premise Appliance to change it to Do Not Filter, Soft Block, or Limit to Quota, then sign out to sync the changes.

 

Before you begin

You can’t move existing policies into folders, so make a note of your existing policy configuration, delete your existing policies and recreate them within the folder.

Add Policy folders

Add a Policy folder

Note

You can’t create sub-folders within folders.

  1. Go to Filter > Policies.
  2. Select Add folder.
  3. Enter a name for the Policy folder.
  4. Fill in at least one of the Who, What, Where, and When fields; the rest can be left blank. Policies added to the folder will inherit these settings.
  5. For the Action field, select:
    • Allow: Sets all policies in the folder as Allow.
    • Block: Sets all policies in the folder as Block.
    • Overridden: Allows policies in the folder to either Allow or Block.
  6. Select +Add folder.

Add policies to the folder

  1. Go to Filter > Policies.
  2. Select the folder.
  3. Select +Add child policy.
  4. Fill out the fields as required. You can’t see or edit any fields set for the Policy folder.
  5. Ensure the Status is set to Enabled.
  6. Select +Add policy.

Turn policies or Policy folders on and off

Important

Policies within folders that are not enabled have no effect, even if the policy itself is enabled.

  1. Go to Filter > Policies.
  2. In the Status column, select the toggle.

Reorder policies or Policy folders

  1. Go to Filter > Policies.
  2. Select and drag the row to the required position.

Edit a policy or Policy folder

After you add a policy to a Policy folder, you can only edit the Policy folder name. To change anything else, delete the Policy folder and create a new one.

  1. Go to Filter > Policies.
  2. Select the policy or Policy folder to edit.
  3. Make changes to the fields, and Cloud Filter automatically saves the changes.

Delete a policy or Policy folder

  1. Go to Filter > Policies.
  2. Right-click on the policy or Policy folder.
  3. Select Delete.