Create a New Policy in the Privilege Management Policy Editor

Once you have established communication between the Privilege Management Policy Editor and the BeyondInsight Server, you can create a new policy from the editor.


Every time you create a new policy, you must enter a valid Privilege Management License. For more information on policy creation and best practices, please see the Privilege Management for Windows Administration Guide.

Image of the Welcome page highlighting the New Policy option

  1. From the Welcome page, click New Policy.


Privilege Management for Windows BeyondInsight sign on dialog box

  1. Enter the credentials used to log in to your BeyondInsight instance.


Image of the Policy Name dialog box

  1. Type in a name for your new policy, and then click OK.


Privilege Management No License warning

  1. On the right, click Licensing.


Add Privilege Management License dialog box

  1. Enter a valid Privilege Management License code, and then click Add.


Image of the updated Welcome page with BeyondInsight information

The Welcome page updates to show more options, including:

  • Export Policy
  • Import Policy
  • Import Template
  • Digitally Sign
  • Save Report
  • Challenge / Response
  • BeyondInsight Policy
  • BeyondInsight Account


Upload Changes

Image of the Upload changes link in the Privilege Management website

Once you have created and modified your policy, you can upload your changes to BeyondInsight by clicking Upload Changes on the Welcome page.


After you have uploaded your policy to the BeyondInsight Server, you can view it in BeyondInsight Server from Menu > Configuration > Privilege Management Policies.

Force Update Policy for End Users

End users are able to force a policy update to their computer from the system tray. This feature allows the end-user to request a new policy from their desktop, thus significantly reducing the time it takes to update a policy.

  1. In the system tray, click the Privilege Management icon.
  2. Click Check for Policy Update.

A notification appears with Update Finished to notify the user that a policy update has been applied to the client.

A notification appears with No Updates Found if the current policy is already up to date.

A notification appears with Unable to Check for Updates if the computer is unable to reach the management platform.