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Last update: 2022-03-17

Create a template

You can create a global template.

To create a template, do as follows:

  1. Go to Settings & Policies and click Global Templates.

  2. Click Global templates.

  3. Give the template a name. You can also give it a description.

  4. Click Edit customers.

  5. Click the customers you want to apply this global template to and add them to the Assigned customers list.

    Available managed customers are customers that are not assigned to any other template.

  6. Click Save.

  7. Click Global Settings and click on the settings you want to change. See Global Settings.

  8. Select and click on the base policies you want to change. See Base Policies.

  9. Click Push to customers and then click Push to confirm. See Push a template.

    You need to push the template to your customers. Changes take effect after you have pushed the template.

All assigned customers have their base policies and global settings locked in Sophos Central Admin.

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