How to clone existing policies in ADSelfService Plus?

How to clone existing policies in ADSelfService Plus?

Solution:

ADSelfService Plus allows you to configure multiple self-service policies based on users' domains, OUs, and group memberships, and lets you decide which sets of users will have access to what self-service features. You can even clone an existing policy to save time.

Consider a scenario in which you have to create different policies with only minor differences between them for different departments or sets of users. Instead of creating policies from scratch every time, you can just copy an existing policy, make the desired changes, and save it.

This article explains how to clone an existing policy, customize it, and assign it to the required OU(s), group(s), or domain using ADSelfService Plus.

Steps involved:

  1. Log in to ADSelfService Plus web console with admin credentials.
  2. Navigate to Configuration tab → Self-Service → Policy Configuration.

    copy-self-service-policy-configuration

  3. In the Actions column of the Available Policies section, click the copy icon to clone the existing settings of the selected policy.
  4. In the New Policy Name field, enter an appropriate policy name.

    self-service-policy-configuration

  5. Select the required self-service actions to the new policy.
  6. Select OUs/Groups and assign the new policy to the required OU(s), Group(s) or Domain.
  7. Click OK and Save Policy.
  8. If you wish to make changes to the advanced settings, click the Advanced icon adjacent to the newly created policy in the Available Policies section and make the required alterations.

    self-service-policy-advanced-settings

  9. After you've made the necessary alterations in the Advanced settings of the new policy, click OK.

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