Global Policies - list of customers
launched
Andrew Nicholson
It would be ideal to click on a global policy and see which customers are using the policy rather than just the number of customers, even if it was just a tab within the policy to see which customers it was assigned to so we could click and jump to that client.
Minetta Gould
marked this post as
launched
🎉
Launched!
You can now see exactly
where a policy is applied.With the new
expanded filter options on the Sites dashboard
, you can filter by Policy/Schedule
to pinpoint which Organizations or Sites are using a specific policy—no more relying on totals alone. This works across both Organization
and MSP
views, making it much easier to jump to the right place, troubleshoot policies, and keep your tenant tidy.Closing this request out as complete—thanks for helping drive this improvement!
Nick Saunders
Merged in a post:
Client Policies
Troy Thomson
Create a report that allows you to see which client has their own custom policy.
Troy Thomson
Hi Steve, yesterday I had to make a global change to our default custom policy which 95% of our clients use. The other 5% have their own custom policy for specific reasons and I had to go through each client to determine who was using the default versus custom, which was quite time-consuming. Thankyou.
S
Steve Staden
Troy Thomson: Can you expand on what's driving this need to know who has a custom policy? Just want to make sure we understand the request fully.
Deon Marshall
Yes! I only ran into an issue yesterday where I wanted this feature.