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Automation Ops user guide

Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Mar 10, 2025

Manage Policies

To manage your policies, select Automation Ops™ > Governance > Policies. Existing policies are listed in the table on the page.

To download a policy, hover over the policy in the table and select Download in the menu displayed on the right side of the policy row.

To duplicate a policy:

  • Hover over the policy in the table and then select Duplicate in the menu displayed on the right side of the policy row.

  • Set the name of the duplicated policy and follow the steps in Configure the policy settings.

To edit a policy, take the following steps:

  1. Hover over the policy in the table and then select Edit.

  2. Configure the policy settings by taking the steps in Configure a governance policy.

To delete a policy, hover over the policy in the table and then select Delete.

  • If you delete a policy that is deployed at the user or group level, Automation Ops™ reverts to the policy inherited from the level above (group policy if you deleted a policy deployed at user level, tenant policy if you deleted a policy deployed at group level).
  • If you delete a policy that is deployed at the tenant level, Automation Ops™ reverts to the No policy setting, in which case no governance policy is deployed for the tenant.

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