You can manage Endpoint Protection polices in the Webroot Management console using the Policies page.

You can add, copy, import, modify and delete policies.

+Adding new policies
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Policies and select the Endpoint Protection tab.
     
  3. In the top right of the Policies page, click Add Policy.
     
  4. In the Add Endpoint Protection page, enter or configure:
    • Name - name of the policy (cannot be blank)
    • Description - description for the policy (cannot be blank)
    • Policy Settings - the policy settings are organized into sections. Click a section to expand the settings and adjust as needed.
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  5. Click Save to create the new policy.

+Copying a policy

You can copy an existing default or created policy. This is helpful if you want to use another policy as a starting point when creating a new policy.
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Policies and select the Endpoint Protection tab.
     
  3. Find and click the policy to copy, then click Copy Policy (top right). 
     
  4. In the Policy to be copied page, enter:
    • Name - name of the policy (cannot be blank)
    • Description - description for the policy (cannot be blank)
    • Policy Settings - make any desired changes to the policy settings from the copied policy.
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  5. Click Save to create the new policy.

+Importing a policy

This is helpful if you have created an endpoint protection policy for a site that you want to use globally.
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Policies and select the Endpoint Protection tab.
     
  3. In the top right of the Policies page, click Import Policy.
     
  4. In the Import Endpoint Policy page:
    • Use the Site drop-down menu to select the Site to import the policy from.
    • Use the Policy drop-down menu to select the Policy to import.
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  5. Click Import Policy to import the selected policy to the Webroot Management level.
     
  6. The imported policy is created with the same name it had at the Site level.

+Modifying a policy
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Policies and select the Endpoint Protection tab.
     
  3. Find and click the policy to modify.
     
  4. The policy settings are displayed. Adjust the policy settings:
    1. Name - name of the policy (cannot be blank)
    2. Description - description for the policy (cannot be blank)
    3. Policy Settings - the policy settings are organized into sections. Click a section to expand the settings and adjust as needed.
       
  5. Once completed, click Save to complete the process.
     
  6. Changes to policies are applied to devices as they check-in. Devices can be forced to check-in. 

+Deleting a policy
  1. Log into the Webroot management console.
     
  2. In the left nav bar, click Policies and select the Endpoint Protection tab.
     
  3. Find and click the policy to copy, then click Delete Policy (top right). 
     
  4. A Delete Policy window will be displayed. Use the Replacement Policy drop-down menu to select a replacement policy to use for any devices that are still using this policy.
     
  5. Click Delete Policy to delete the policy.
     
  6. If any devices were still assigned this policy, they will be assigned the replacement policy as they check-in. Devices can be forced to check-in. 


For more information, see:
If you need additional assistance managing policies, please contact Support.
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