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Policies determine what categories of website your users have access to. Each account has a Default Policy that is initially assigned to all users, but you can also create custom policies that can be assigned to users, groups or locations.
Go to the Policies tab to view and edit your policies:
The Policies window shows your Default Policy and any custom policies that have been created.
When you add or edit a policy, a New Policy or Edit Policy: policy_name window displays at the top of the screen to allow you to configure the policy you are currently working on. The Policies window moves below the Edit Policy window and is still displayed below, as shown:
To edit a policy, click the edit icon in the Options column. See Adding or Editing a Policy for more information.
To delete a policy, click the delete icon in the Options column. You can not delete a policy which is currently in use.
To add a new policy, click Add... at below the Policies list. See Adding or Editing a Policy for more information.
Adding or Editing a Policy
To add a new policy go to the Policies tab and click Add... below the Policies list. Follow the steps below.
To edit an existing policy, go to the Policies tab and click the edit icon in the Options column for the policy you want to edit. Follow the steps below.
The New Policy or Edit Policy window displays with the Name tab open:
Enter or edit the name of the policy in the Name: field (the Default Policy name can not be edited) and enter a brief description of the policy in the Description: field.
Click on each of the tabs to make further 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:
Click Save to save your changes.
Categories
The Categories tab lists all categories of website that are currently defined in the central web categories database. For a description of each category, take a look at Category Descriptions.
Use the Categories tab to specify what categories you want to allow or block access to for a particular policy. By default, all categories are allowed. To edit Categories:
Click the Policies tab.
Click Add to add new policy or click the edit icon to Edit an existing policy.
Click the Categories tab.
Allow or block categories for the policy you are currently editing by clicking on the radio buttons. Toggle between green to allow access to that category or red to block access.
Allow all categories, block all categories or toggle (invert) the current selection using the links on the right of the screen:
Common categories to block include:
Anonymizer
Compromised
Criminal skills/Hacking
Gambling
Hate Speech
Illegal Drugs
Nudity
Phishing/Fraud
Pornography/Sex
Spam
Spyware and Malicious Sites
Violence
Weapons
Note
A URL may belong to more than one category, in which case, if any category is blocked then the request will be blocked.
Click Save below the list of categories to save changes to your policy.
Web-Filter
The Web-Filter tab allows you to enable or disable unclassified traffic for a policy.
Unclassified traffic is from websites that are new and are not yet assigned to a category in the central web categories database. To enable or disable unclassified traffic:
Click the Policies tab.
Click Add to add new policy or click the edit icon to Edit an existing policy.
Click the Web-Filter tab.
Click the radio button beside Allow unclassified traffic to allow or block unclassified traffic for the policy you are editing or adding.
Click Save to save changes to your policy.
Safe Search
You can filter explicit or potentially offensive search results on Google, Bing and YouTube using the Safe Search setting. Using Safe Search will help avoid most adult content search results.
Follow these steps to turn Safe Search on or off for a policy (default: off):
Click the Policies tab.
Click Add to add new policy or click the edit icon to Edit an existing policy.
Click the Safe Search tab.
Click the drop down menu to turn Safe Search on or off:
Click Save to save your setting.
Notifications
Notifications allow you to specify a single email address to receive notifications about particular web activity for a policy. Notification emails are sent every 15 minutes. To edit notifications:
Click the Policies tab.
Click Add to add new policy or click the edit icon to Edit an existing policy.
Click the Notifications tab.
In Send emails to:, enter the email address you want notifications to be sent to. Only one email address is allowed.
Note
For notifications to work, an email server must be specified in your system setup by your Cloud Admin (this may be your Service Provider).
Check the box beside Blocked reasons to be notified of: and Unclassified if you want to be specifically notified about unclassified traffic.
In Blocked category access to be notified of:, select which categories (when accessed) will trigger an email notification to the email address specified above.
To select a category for notification, select the check box next to the category. To select all categories, select the first check box:
Click Save below the list of categories to save notification changes to your policy.