Delete an Agent configuration policy

If you no longer need a published or draft policy, you can delete it. When you delete a policy, Connected determines whether it applied to active users. If so, the system re-evaluates all remaining corporate and group policies that also apply to those users and determines their new effective policy.

Suppose that you have two policies: a corporate policy with an unlocked Desktop Notification setting of "Show only errors and warnings" and a Finance group policy that overrides it with a locked "Don't show desktop notifications" setting. Based on these policies, users in the Finance group do not receive any Agent notifications and cannot set a custom notifications setting through Agent preferences. However, if you delete the Finance group policy, the system re-evaluates the corporate policy's effect on Finance users. As a result, Finance users will start to receive Agent error and warning notifications and can now set a custom notification setting.

Policy deletions take affect immediately after the Agent receives and processes the notification. If an active user is no longer covered by a corporate or group system Agent configuration policy, default Agent preferences take effect.

To delete a policy

  1. Click the POLICIES tab, and then select a policy.

    If you have too many policies to easily find a particular one, you can search for it by name.

    To search for a policy, do the following:

    1. Click find a policy, and then enter any portion of the policy's name. The search is case insensitive.

      You can also use wildcard characters in your search criteria.

      • To match zero or more characters, enter an asterisk (*).

        For example, sales* matches Sales, Sales1, and Sales-West. *sales matches Presales.

      • To match a single character, enter a question mark (?).

        For example, Sales-?? matches Sales-NW but not Sales-W.

      As you type, the list updates to display the policies that match your text.

    2. To clear the search and redisplay all policies, click clear icon.

  2. Do one of the following:

    • To delete a draft policy, click DELETE (delete icon).
    • To delete a published policy, including any associated draft, click DELETE (delete icon).
    • To delete only the draft of a published policy, click DISCARD DRAFT (discard draft icon).