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Edit a Custom Policy

Policies include several settings but mainly determine what categories of website a user can access and the allow and block list entries associated with the policy. A default policy is assigned to your account when your account is created and this is automatically assigned to all new locations, devices and users. However, you can also create your own custom policies. See Create a Custom Policy.

Once created, you can edit a custom policy to configure settings such as custom filtering levels and allowed & blocked lists.

Follow the steps below to edit a custom policy.

  1. Go to Content Filtering > Policies and select the policy you want to edit from the Policies table. Use the search box to quickly find a particular policy:

  2. When you select a policy, the policy page displays showing the Policy Details tab. You can also select Allowed & Blocked Domains, Notifications or Locations to move to those tabs:

  3. Policy Details:

    • Policy Name: The name of this custom policy.

    • Policy Description: A description of this custom policy.

  4. Filtering Options:

    • Safe Search: Safe Search filters out explicit or potentially offensive search results on Google, Bing and YouTube and helps avoid most adult content search results. Select Safe Search to enable.

    • Unclassified Traffic: Unclassified traffic is generally traffic from websites that are new and are not yet assigned to a category in the central web categories database. Select Allow Unclassified Traffic to enable.

  5. Content Filtering:

    Policies are configured to allow or block access to particular categories. A category is a list of websites that are grouped together based on their dominant content, for example, Education, Alcohol, or Finance.

    See Category Descriptions for a description of each category.

    A custom policy allows you to select one of three predefined content filtering levels (category groupings): Essential, Enhanced, Optimum. Hover over each level to see the categories it include. You can also select Custom and create your own custom content filtering level (see below).

    See Content Filtering Level Descriptions for a description of each level.


    To create your own Custom content filtering level:

    1. Select Customise and the Custom Content Filter window displays.

    2. Select the categories you want to include for your custom level.


      You must select or unselect at least one category in this window to save your custom content filtering level.

    3. Select Save Changes.

  6. Notifications:

    You can specify a single email address to receive notifications when a website that is blocked by a policy is visited:

    • Select the Notifications tab.

    • Enter an email address.

    • Select the blocked categories you want to be notified about. For example, if you want to receive an email notification if a user attempts to access a website in the Spam category, select Spam.

    • Click Save Changes.

  7. Allowed & Blocked Domains:

    Select the Allowed & Blocked Domains tabs to manage allow and block domains for a custom policy.

    • Allowed Domains: If you block access to a particular category, for example, Spyware and Malicious Sites, all websites within that category will be blocked. However, you can allow access to a website that is included in a blocked category by adding it as an Allowed Domain.

    • Blocked Domains: If you allow access to a category, for example, Art, all websites within that category will be allowed. However, you can block access to a website that is included in an allowed category by adding it as a Blocked Domain.

    Select Inherit Blocked Domains from Default Policy and/or Inherit Allowed Domains from Default Policy to automatically inherit allow and/or block domains from your default policy.


    See below to add a single allow or block domain. You can also bulk import domains, see Importing Domains.

    To add an allow or block domain:

    • Select Add Domain and choose to Allow a Domain or Block a Domain.

    • Complete the fields in the pop-up:

      • Domain: Enter the domain you want to allow or block.

        Top level domain entries (TLDs) are supported. For example, to allow or block all domains from a particular country enter the TLD for that country. For example, ru.

        Caution is advised when adding TLDs as you may allow or block more domains than expected. For example, adding com as a blocked TLD will block all domains ending in .com


        Only enter the TLD. Wildcards (*) and periods (.) are not required. For example:

      • Include subdomains: If your domain is and you select this option, then all domains that end in will also be allowed or blocked, e.g. and

        Include subdomains: must be selected to save this entry if a TLD is entered in the Domain: field

      • Log requests for reporting: Deselect to prevent requests from going to the logger for reporting.

      • Comments: Optional comments about this allow or block domain.

    • Click Apply.

  8. Locations:

    Select the Locations tab to view locations that are currently using this policy. To apply a policy to a location, go to Environment > Locations.

  9. Devices:

    If there are devices using this policy, a Devices tab displays and shows a list of those devices.