Selecting Accounts

  1. Add or edit a policy:
    • For new policies:

      Click Add.

    • For pre-existing policies:

      1. Click the policy name.

      2. Click the Accounts tab.

  2. Select Anyone or Specific accounts on the Select Accounts screen.
  3. Search and select AD Users/Groups/Contacts/Special Groups and add them to the Selected Account(s) list.
  4. Search and select AD Users/Groups/Contacts/Special Groups and add them to the Selected Account(s) list on the Exclude Accounts screen.