Switch or assign a customer's import policy from the customer screen

Moving a customer from one automatic import policy to another used to mean editing the policies themselves — removing the customer from one, then finding and editing another to add them. A new button on the customer's screen now does it in one step.

The button reads when a policy is already assigned, or when none is. Selecting it opens a dialog listing only the policies that apply to the section you're in — End User Import Options, End User Import Source, Administrator Import Options, or Administrator Import Source — sorted alphabetically, with the current policy pre-selected. Hovering over a policy shows which options it has enabled, so you can check what it does before switching a customer onto it.

Confirming updates everything at once: the customer is removed from the old policy's customer list, added to the new one, and the policy name and link on the screen update.

If a switch would change the import source, you're warned before committing, with a pointer to the password sync option if you need both Active Directory and Microsoft 365. You can't switch to a Microsoft 365 policy while password sync is enabled, or enable password sync while on a Microsoft 365 policy. The buttons are unavailable while an import is running, so a change can't land mid-import.

If the import source was disabled, assigning or switching a policy runs the import immediately and re-enables it.

Each one creates an event showing the policies involved, the customer, the account type and the technician who made the change — filterable and exportable like any other event.

The buttons appear only for roles with permission to create and manage policies.

Please reach out to Support support@cyberqp.ai to enable this feature during the phased roll out stage.