Pax8 Partner Guides

Adding a Custom Customer Policy

Policies determine what categories of website a customer has access to. Each customer is assigned a default policy when their account is created and you can also create custom customer policies. Follow the steps below to create a custom customer policy.

  1. Impersonate the customer you are adding a custom policy for. See Impersonating a Customer.

  2. The customer page displays for that customer. Scroll to the Policy panel, located below the Locations panel:

    PP-WTC-policy-panel.jpg
  3. Click Add... and the Add Policy window displays:

    PP-WTC-add-custom-policy.jpg
    • In the Policy Name field assign a name to this policy, e.g. Docs Policy.

    • Add a brief description of this policy in the Description field, e.g. Docs Example Custom Policy.

    • Click Save to save this policy or Cancel to discard.

  4. Click the edit edit-icon.jpg icon in the Options column to the right of the custom policy you just created and the Edit Policy window displays above the Policy window:

    PP-WTC-custom-policy-edit-panels.jpg
  5. Click on each of the available tabs to make changes to your policy - Categories, Web Filter & Safe Search, Notifications, Allowed Domains and Blocked Domains.

    Click the links below for more information on what can be configured in each tab:

  6. When you finish editing, click Done to save changes to your customer's custom policy and close the Edit Policy panel.