---
title: "Configuring the Automatic Template Assignment Policy"
slug: "configuring-the-automatic-template-assignment-policy-6-1-1"
tags: ["Portal"]
updated: 2026-08-17T11:50:17Z
published: 2026-08-17T11:50:17Z
canonical: "kb.ctera.com/configuring-the-automatic-template-assignment-policy-6-1-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.ctera.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring the Automatic Template Assignment Policy

**To configure the automatic template assignment policy:**

1. Select **Settings > Configuration Template** in the navigation pane.  

The **Configuration Templates** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-3GHS6ZL4.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D)
2. Click **Auto Assign**.  

The **Auto Assign** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-DG9SITO6.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D)
3. Define the conditions for a device to be assigned to the configuration template:

**Note**

To edit a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-QLHW14H9.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D) in the row to edit. To remove a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-G3TDWJ56.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D) in the row to remove.
  1. Click **Add Condition**.  

A row is displayed in the table.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-H4X266ZJ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D)
  2. Click the cell in the **Field** column and select the condition parameter from the drop-down list.
  3. Click in the **Operator** column and select the condition operator from the drop-down list.
  4. Click in the **Value** column, and select selecting values or entering the free-text value.  

Multiple values must be separated by commas.  

For example:
    - If you select **Installed Version** as the condition parameter in the first column, **Equals** as the condition operator in the second column, and enter `7.12` in the third column, then the condition is met when the device's installed firmware version is *7.12.x*.
    - If you select **Owner** as the condition parameter in the first column, **is one of** as the condition operator in the second column, and enter `groupA, groupB` in the third column, then the condition is met when the device owner's user account belongs to user group *groupA* or user group *groupB*.
  5. Click in the **Template** column, and select the template that is assigned when the condition is met.
  6. Click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-9OTT98UU.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D) in the **Actions** column.
4. To specify that the policy includes a default configuration template:  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-Z9VTCKKG.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D)
  1. Select the **Settings** tab.
  2. Slide **If no match, apply default template** on.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-R7CYVCCE.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A34%3A00Z&se=2026-11-11T05%3A34%3A00Z&sr=c&sp=r&sig=HllBjOFQpipP7Hs9%2F3j1WwWJ%2BNgyzmVMn8NJQsXHbaU%3D)
  3. Select the template to apply when none of the conditions are met.
5. Click **Save**.