Deploying policies

You can deploy policies to your organization’s devices using SMART Remote Management. Policies control what users can and can’t do using your organization’s devices.

You can deploy a policy to a single device, multiple devices, all devices that match a saved filter’s criteria, or a group. Alternatively, you can use a trigger to deploy a policy at a scheduled time or when a specific event takes place (for SMART Board GX series interactive displays, Android devices, and Windows devices only).

To create a policy

1. Click Repositories and select Policies.

   The Policies window appears.

   Tip 

   If your organization created its domain account after May 2023, the Policies window includes sample policies that you can use as starting point for creating your own policies. These sample policies have turquoise icons.

2. Click Add New and select the type of device for which you want to create the policy.

3. Type a name and description in the Policy name and Policy description boxes.

4. Enter the appropriate information in the remaining tabs:

   Icon	Tab	Description	SMART Board interactive displays with iQ 4	SMART Board interactive displays with iQ 3	SMART Board GX series interactive displays	Android devices	iOS devices	macOS devices	Windows devices	Chrome OS devices
   	Restrictions	Allow or block features of iOS
   	Passcode	Enable or disable passcodes on iOS and macOS devices and set requirements for passcodes if enabled
   	Content filter	Prevent access to adult content or allow or block specific website URLs
   	Single app	Enable single app mode on iOS devices and select the app to use in this mode
   	Block list	Allow or block apps
   	Web	Allow or block websites
   	Settings lockdown	Lock SMART Board interactive display with iQ settings SeeLocking settings for SMART Board interactive displays with iQ

5. OptionalFor SMART Board GX series interactive displays, Android devices, and Windows devices, use a trigger to start or stop the deployment of the policy:

   SeeManaging schedulers and triggers

   1. Click General.

   2. Turn on Activate policy by trigger.

   3. Click Select Trigger.

      The Scheduler & triggers window appears.

   4. Select the trigger from the list and click Apply.

6. OptionalFor SMART Board GX series interactive displays and Android devices, add settings to the policy:

   SeeManaging settings

   1. Click General.

   2. Turn on Add settings to policy.

   3. Click Select Settings.

      The Settings window appears.

   4. Select the settings from the list and click Apply.

7. Click Confirm.

To deploy a policy to a device

1. Click Devices to open the Devices view.

2. OptionalFilter the devices shown in the Devices view.

   SeeFinding devices

3. Click the device’s row.

   The device’s dashboard window appears.

4. Click Repositories actions, and then click Policies.

   The Policies window appears.

5. Select a policy from the list and click Apply.

To deploy a policy to multiple devices

1. Click Devices to open the Devices view.

2. OptionalFilter the devices shown in the Devices view.

   SeeFinding devices

3. Select the device’s check boxes.

   Note 

   Policies are created for specific device types, so select devices of the same type.

4. Click Policies.

   The Policies window appears.

5. Select a policy from the list and click Apply.

To deploy a policy to all devices that match a saved filter’s criteria

1. Click Devices to open the Devices view.

2. Click Filters in the Search bar.

3. Click Actions in the saved filter’s row and select Policies.

   The Policies window appears.

   Note 

   Policies are created for specific device types, so select a filter with devices that are of the same type.

4. Select the policy from the list and click Apply.

To deploy a policy to a group

1. Click Devices to open the Devices view.

2. Click Groups to open the Groups panel.

3. Click Actions in the group’s row and select Policies.

   The Policies window appears.

   Note 

   Policies are created for specific device types, so select a group with devices that are of the same type.

4. Select the policy from the list and click Apply.