---
title: "Configuring the Automatic Template Assignment Policy"
slug: "configuring-the-automatic-template-assignment-policy-6"
tags: ["8.2", "Portal"]
updated: 2025-02-27T08:45:43Z
published: 2025-02-27T08:45:43Z
canonical: "kb.ctera.com/configuring-the-automatic-template-assignment-policy-6"
---

> ## 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.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-RJBH5E32.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A28%3A03Z&se=2026-11-11T05%3A28%3A03Z&sr=c&sp=r&sig=ewlJk3SSN8RGoYMSABqMMnpcpMqjDIOL6t%2FvuiSrKQM%3D)
2. Click **Auto Assign**.  

The **Automatic Template Assignment** window is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-EW2DD4X2.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A28%3A03Z&se=2026-11-11T05%3A28%3A03Z&sr=c&sp=r&sig=ewlJk3SSN8RGoYMSABqMMnpcpMqjDIOL6t%2FvuiSrKQM%3D)
3. Define the conditions for a device to be assigned to a template, by doing the following for each condition:
  1. Click **Add condition**.  

A row is displayed in the table.
  2. Click the cell in the first column and select the condition parameter from the drop-down list.
  3. Click in the second column and select the condition operator from the drop-down list.
  4. Click in the third column, and complete the condition, by 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 `7.9` in the third column, then the condition is met when the device's installed firmware version is *7.9*.
    - If you select **Owner Groups** 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 **Then apply** column, and select the template that is assigned when the condition is met.
4. To delete a condition, click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-R1Q75VC3.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A28%3A03Z&se=2026-11-11T05%3A28%3A03Z&sr=c&sp=r&sig=ewlJk3SSN8RGoYMSABqMMnpcpMqjDIOL6t%2FvuiSrKQM%3D) in the row with the condition to delete.
5. To specify that the policy should include a default device configuration template:
  1. Check **If no match, apply default template**.
  2. In the drop-down list, select the template to apply when none of the conditions are met.
6. Click **Save**.