Change a Policy in OneView integration with ConnectWise Automate

The OneView integration with ConnectWise® Automate™ lets you change the policy assigned to a OneView Site. Policies define how Malwarebytes protects endpoints belonging to a site.

To change a policy, you must have assigned a OneView Site to one of your Automate Client's Locations. For instructions, see Assign or remove sites in OneView for ConnectWise Automate.

Changing a site's policy is a global change that affects all Automate Locations linked to that site.

To set a policy to a site:

1. In your ConnectWise Automate Control Center, go to Tools > Malwarebytes OneView.
2. In the left panel, click Companies .
3. Select the row with the policy you want to change.
4. Click Actions > Set Policy.
5. A pop-up windows appears. Click the Available OneView Policy drop-down menu to select one of your existing policies.
6. Click Set Policy.
7. Click Companies to refresh the page and view your changes.

Return to the OneView integration with ConnectWise Automate guide.