User Policy Management: Editing a policy

Editing a user policy

  1. Navigate to User policy management following the steps above (Admin > User Policy Management)
  2. Search for the name of the policy that you would like to edit

  1. Edit the policy by updating the appropriate fields – i.e. name, description or base licence

 

  1. You can edit membership of the policy by selecting the Add button and searching for new users. If you want to add more users in bulk, click Import and fill in the excel sheet with the users you want to add. Import that excel sheet by selecting Upload.

  1. Click Update and a green success pop up will appear at the top right corner of the screen

Additional Information:

  • Duplicate names: A single organisation cannot have 2 user policies with the same name.  However, 2 or more different organisations can use the same name for their policies.
  • The Name must not be more than 35 characters and may contain letters, numbers and spaces. Special characters are not allowed.
  • The Description must not be more than 250 characters and may contain letters, numbers and any special characters.

Add-On Licence Types

Additional standalone licence types are supported on the platform and will be available to allocate to users. If your organisation has procured additional standalone licences, these will appear in the Office 365 Add-ons section of the same screen.

6. Select the licence you would like to allocate e.g. Visio, Project, PowerApps Plan 2 etc. from the dropdown.

Additional Information:

  • User policies can include both O365 licences (E1, E3 & E5) as well as additional standalone licences as shown in the image above.
  • Alternatively, user policies can be created with just standalone licence types.
  • The Teams Call Recording toggle will be enabled by default on all newly created User Policies. It can be turned off in the Applications Settings box
  • You are not able to remove a user from a policy, for more info on Joiners, movers, leavers please visit the Additional Information section of the Introduction to User Policy Management article.

 

Updated on 26/08/2021

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