Topics included in this article:
- Creating a Policy
- Editing a Policy
- Deleting a Policy
- Assigning a Policy
- Clone a Policy
- Helpful Links
- Contact Support or Sales
Creating a Policy
Adding policies is essential if you want to receive alerts and notifications for certain events. Policies can be assigned per device, and notifications can be assigned for different days and times.
| 1. Navigate to "Settings" and select "Manage Alert Policies." |
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2. Select the type of device you want to create a policy for from the selector across the top. The device you are creating a policy for will be highlighted in blue when selected; in this example, "Cameras" is selected. Then select "Add Policy." |
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3. Name the policy and enter an optional description, then click "Confirm." |
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4. Select the type of event you want to include in the policy from the selector across the top. A window will pop up to select the schedule you want to use to capture these events. Different schedules can be used for different events in the same policy. The policy will auto-save as you make adjustments. |
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5. Custom schedules can be edited by selecting "Edit" next to the schedule name. |
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6. Add additional schedules to an existing event by selecting "Add Schedule." |
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7. Edit an assigned schedule by selecting the blue pen next to the schedule. |
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8. You can remove a schedule for an event by selecting the "X" next to the timeframe. If only one timeframe exists, the event will be removed from the policy. |
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Editing a Policy
| 1. To edit an existing policy, click on the policy name. This will take you to the policy where you can add events or edit schedules. |
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Deleting a Policy
| 1. Select the name of the policy you want to delete. |
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2. Click "Delete Policy." |
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3. Confirm the deletion by clicking the red "Delete Policy" button. |
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Assigning a Policy
There are a couple of ways to assign or switch a policy for a device.
Assign via Devices Page
| 1. Navigate to the "Devices Page" and select the type of device you want to assign a policy to. |
| 2. Click the name of the device. |
| 3. Scroll down and select "Settings and Details." |
| 4. Click "Add" or "Change Assigned Policy." |
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5. If the device has a policy assigned to it, click "Change Assigned Policy" or "Manage Policy Settings." |
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Assign/Unassign via Settings Page
| 1. Navigate to the "Settings" page and select "Manage Alert Policies." |
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2. Click the type of device and then the name of the policy you want to add to a device. |
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3. Click the "Assigned [Device Type]" tab and then select "Add Device." |
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4. Click the device you wish to add to the policy. You can also toggle over to devices with other policies to add them to the current policy instead, or toggle over to view devices already assigned to this policy and remove them if you wish. Click "Save" when finished. |
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5. To remove any devices assigned to the policy, click "Unassign." |
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| 6. Resolve any issues that appear under "Policy Configuration Check." This is to ensure that all the features included in the policy are toggled on for the device when managing the associated license. In this example, the policy includes a feature that is not toggled on for the devices, thus this portion of the policy will not work as intended until that feature is enabled. |
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Clone a Policy
| 1. Navigate to the "Settings" page and select "Manage Alert Policies." |
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2. Click the type of device and then the name of the policy you want to clone. |
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3. Select "Clone" next to the policy you wish to clone, or click into the policy and click "Clone." Update the name and description, and click "Confirm." You will then be taken into the policy, where you can make any edits you wish. |
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Helpful Links
Contact Support or Sales
Have more questions? Contact Rhombus Support at +1 (877) 746-6797 option 2 or support@rhombus.com.
Interested in learning more? Contact Rhombus Sales at +1 (877) 746-6797 option 1 or sales@rhombus.com.
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