Modifying a policy template

Updated 13 October 2026

On the Policy Templates list page, you can modify a policy template that is in the Draft, Enabled, or Disabled state.

note

You cannot modify a template that is in use (attached to an endpoint). When a policy template is attached to an endpoint, the Usage column on the Policy Templates list page displays a View link. This indicates that an endpoint is attached to the policy template.

To modify a template in use, first unlink it from the Endpoint Policies page, and then edit it. Refer to Removing an attached policy template for the full procedure.

Procedure

1. On the Policy Templates list page, locate the policy template in the Draft, Enabled, or Disabled state.

2. In the Actions column, click the Actions menu (three-dot icon) next to the policy template row you want to modify, and then select Edit.

   note

   Selecting a policy template row alone doesn't reveal the Edit option. You must click the Actions menu (three-dot icon) for that row, and then select Edit.

3. Modify the fields as required.

4. Click Save. This updates the policy template configuration.