User Account Customisation (UAC) Policy Management

3 min. readlast update: 05.14.2025

User Account Customisation (UAC) Policy Management is a feature that allows administrators to create standardized user setting configurations. These setting can be easily applied to new users or existing users who are transitioning to different roles within the system.

Benefits :

  • Minimize mistakes by using tested and approved permission templates.
  • Quickly update user permissions when staff members change positions.
  • Manage all user permission policies from a single location.
  • Ensure users only have access to features appropriate for their job functions.

 

Navigate to the section by clicking it.

 

 

  1. At the desktop’s navigation bar, go to User Management > User Account Customisation Policy.

    UAC Policy Management Step 1

    *Note: You must have access to User Management menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

    How to Create/Edit a Policy?

  2. Click “+ New Policy” to add a new UAC policy.

    UAC Policy Management Step 2

  3. Click the “Edit” button to edit the new policy.

    UAC Policy Management Step 3

  4. Click on the “pencil” icon to edit the name of the policy.

    UAC Policy Management Step 4

  5. Enter the name of the UAC policy.

    UAC Policy Management Step 5

  6. Click on the “tick” icon to save the policy’s name.

    UAC Policy Management Step 6

  7. Select the type of settings.

    UAC Policy Management Step 7

  8. Edit the control settings.

    UAC Policy Management Step 8

  9. Click “Save Control Settings” to save the changes.

    UAC Policy Management Step 9

  10. The policy is edited successfully when this prompt appears.

UAC Policy Management Step 10

 

How to Apply a Policy?

  1. Click on “Apply” button.

    UAC Policy Management Step 11

  2. Enter the user’s name to search the users.

    UAC Policy Management Step 12

  3. Tick the box of the user to apply the policy.

    UAC Policy Management Step 13

  4. Click “Apply Policy”.

    UAC Policy Management Step 14

  5. The policy is applied successfully when this prompt appears.

UAC Policy Management Step 15

 

How to Copy a Policy?

  1. Click on the “Copy” button.

    UAC Policy Management Step 16

  2. The policy has been copied successfully.

UAC Policy Management Step 17

 

How to Delete a Policy?

  1. Click the “three dots” icon.

    UAC Policy Management Step 18

  2. Click “Delete Policies”.

    UAC Policy Management Step 19

  3. Tick the box beside the policy that you want to delete.

    UAC Policy Management Step 20

  4. Click “Delete Selected Policy”.

    UAC Policy Management Step 21

  5. Click “Yes” to confirm deletion.

    UAC Policy Management Step 22

  6. The selected policies have been deleted when this prompt appears.

    UAC Policy Management Step 23

 

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