Managing Policies

You can create patch, software, and custom configuration policies (Worklets) that are enforced regardless of geographic location. From the main console, click Manage to access these settings.

Viewing Policies

You can view a list of all policies in your organization from the Manage > Policies page.

  • Use the Search Policies field to search for a specific policy.
  • Click Unused Policies to switch between all policies and the policies that are not assigned to any devices.

Creating a Policy

You can create new patch policies from the Policies page. 

  1. Click Create Policy to create different types of policies.

  2. On the Create Policy page, click the type of policy you want to create. The types of policies are described in the following section.

Policy Types

Here are the types of policies you can create. Click the headings for detailed descriptions about each type of policy.


These policies patch some or all of the software that Automox natively supports.

  • Patch All
  • Patch Only
  • Patch All Except
  • Manual Approval
  • By Severity
  • Advanced Policy

Required Software

You can install and patch software packages that do not have native support from Automox.


Worklets can perform any scriptable action on devices, including disabling a vulnerable process, managing native OS controls, mass rollback of patches, removing unwanted applications, and many other system configurations.


When you create a policy or worklet, you must set a schedule. Refer to Setting a Patching Schedule for details about start times and ensuring the schedule is configured for your needs.

User Notifications

User notification messages allow you to give end users notice of important updates or reboots on Windows and macOS devices. It is also possible to configure deferral options that allow users to control when an update or reboot will happen.

Refer to the following for details about configuring user notifications:

Complete any other options according to the policy or worklet you are creating or editing and select Create Policy or Save Policy.

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