A policy is a collection of settings you create and apply to assets. Policies reflect your Standard Operating Procedures (SOPs). For example, you can use a policy to set preferences, customize upgrades, or change settings for existing assets in bulk. 

Once you have created a policy, follow these steps to assign the policy to a customer's assets: 

1. Select the Customers tab from the tab bar. A list of existing customers appears in the Customers table.
2. Start typing the name of the customer into the search bar and click their name to open their Customer Details page. 
3. Select the Assets & Policies subtab.
4. By default, the customer will have a folder that matches the Customer name:

The Policy column displays the currently assigned policy, and the Asset Quantity shows you how many assets are assigned that policy.

5. Click the folder (or any subfolders that you've created, or individual asset), then click Update Assigned Policy. 
   
   IMPORTANT: When you assign a policy to a folder, the policy propagates down to all folders and assets inside of that folder. See About Policy Inheritance for more information.
   
   The Assign Policy window displays:

6. Select the new policy from the dropdown menu, then click Assign Policy.