---
title: Create or Edit a Shield Policy
canonical: https://openvpn.net/cloud-docs/owner/shield/shield---policies/create-or-edit-a-shield-policy/
product: CloudConnexa Docs
description: Create or edit a Shield Policy in CloudConnexa — configure a policy name, description, Domain Filtering, Traffic Filtering, and Allow/Block Lists across multiple tabs, and assign User Groups. Use the same form for new and existing policies.
---

# Create or Edit a Shield Policy

## Overview

Create a Shield Policy to apply specific **Domain Filtering** and **Traffic Filtering** settings to one or more User Groups. You can also edit an existing policy to change its settings or User Group assignments.

CloudConnexa uses the same configuration page for creating and editing policies. For information about how policies apply to users, Networks, and Hosts, refer to [About Shield Policies](https://openvpn.net/cloud-docs/owner/shield/shield---policies/about-shield-policies.md).

> **Important**
>
> The **Default Policy** can't be renamed and doesn't have User Group assignments. Networks and Hosts always use the Default Policy. Refer to [About the Default Policy](https://openvpn.net/cloud-docs/owner/shield/shield---policies/about-the-default-policy.md).

## Shield Policy settings

You configure a Shield Policy using five tabs:

1. **Overview:** Configure the Policy name, description, and User Group assignments. When editing a policy, this tab also displays policy details, including who created and last modified the policy and when.
2. **Domain Filtering:** Configure Domain Filtering protection levels and content categories. Refer to [Domain Filtering](https://openvpn.net/cloud-docs/owner/shield/shield---policies/shield---policies---domain-filtering/domain-filtering-protection-levels-and-content-categories.md).
3. **Domain Allow List:** Specify domains that the policy allows.
4. **Domain Block List:** Specify domains that the policy blocks.
5. **Traffic Filtering:** Configure Traffic Filtering protection levels and categories. Refer to [Traffic Filtering](https://openvpn.net/cloud-docs/owner/shield/shield---policies/shield---policies---traffic-filtering/traffic-filtering-priorities-categories-and-protection-levels.md).

## Create or edit a Shield Policy

1. Sign in to the CloudConnexa Administration Portal using your WPC's **Cloud ID** address (for example, `yourcompany.openvpn.com`).
2. Navigate to **Shield → Policies**.
3. Do one of the following:
   - To create a policy, select **New Policy**.
   - To edit an existing policy, locate the policy and select **Edit**.

   > **Tip**
   >
   > For more information about finding and managing policies, refer to [Browse and Manage Shield Policies](https://openvpn.net/cloud-docs/owner/shield/shield---policies/browse-and-manage-shield-policies.md).
4. On the **Overview** tab, enter or update the policy details:
   - **Policy name:** Enter a unique name of up to 40 characters. The character counter shows the number of characters entered.

     > **Tip**
     >
     > If the Policy name is already used by another policy in your WPC, CloudConnexa displays an inline error, and you can't save the policy until you enter a unique name.
   - **Description:** Optionally enter a description of up to 120 characters. This field also displays a character counter.
5. Assign the appropriate **User Groups** to the policy.

   > **Note**
   >
   > Each User Group can use only one Shield Policy. If a user belongs to multiple User Groups, the policy assigned to the user's primary User Group determines which filtering settings apply.
   >
   > For more information, refer to [About User Groups](https://openvpn.net/cloud-docs/owner/users/users---groups/about-user-groups.md) and [Assignment of a User to multiple User Groups](https://openvpn.net/cloud-docs/owner/users/users---groups/assignment-of-a-user-to-multiple-user-groups.md).
6. Configure the **Domain Filtering**, **Domain Allow List**, **Domain Block List**, and **Traffic Filtering** tabs as needed.
7. Select **Create Policy**(when creating) or **Save Changes** (when editing).
   - After you save the policy successfully, CloudConnexa returns you to the Shield Policies list.

> **Note**
>
> **Create Policy** or **Save changes** is unavailable when:
>
> - **Policy name** is empty.
> - Another policy already uses the Policy name.
> - A save operation is already in progress.
> - You're editing an existing policy and haven't made any changes.
>
> If saving fails, CloudConnexa keeps your entries and displays an error with an option to retry.

## Discard unsaved changes

If you select **Cancel** after making changes, the **Discard unsaved changes?** dialog displays. Select:

- **Discard** to leave the configuration page without saving your changes.
- **Cancel** to close the dialog and continue editing.

## View policy details and the policy ID

When editing an existing Shield Policy, the **Overview** tab displays policy details, which include:

- Who created the policy and when.
- Who last modified the policy and when.

To copy the policy's unique ID, return to the **Shield Policies** list and select **Copy ID** for the policy.

## Related resources

- [About Shield Policies](https://openvpn.net/cloud-docs/owner/shield/shield---policies/about-shield-policies.md)
- [Browse and Manage Shield Policies](https://openvpn.net/cloud-docs/owner/shield/shield---policies/browse-and-manage-shield-policies.md)
- [About the Default Policy](https://openvpn.net/cloud-docs/owner/shield/shield---policies/about-the-default-policy.md)
- [Domain Filtering](https://openvpn.net/cloud-docs/owner/shield/shield---policies/shield---policies---domain-filtering/domain-filtering-protection-levels-and-content-categories.md)
- [Traffic Filtering](https://openvpn.net/cloud-docs/owner/shield/shield---policies/shield---policies---traffic-filtering/traffic-filtering-priorities-categories-and-protection-levels.md)
- [About User Groups](https://openvpn.net/cloud-docs/owner/users/users---groups/about-user-groups.md)
- [Assignment of a User to multiple User Groups](https://openvpn.net/cloud-docs/owner/users/users---groups/assignment-of-a-user-to-multiple-user-groups.md)

---

Prev: [Browse and Manage Shield Policies](https://openvpn.net/cloud-docs/owner/shield/shield---policies/browse-and-manage-shield-policies.md)
Next: [Assign User Groups to a Shield Policy](https://openvpn.net/cloud-docs/owner/shield/shield---policies/assign-user-groups-to-a-shield-policy.md)
Index: https://openvpn.net/cloud-docs/llms.txt