How to Use a Template Organization

2 min. readlast update: 05.02.2023

You can create a template organization under your parent organization to easily duplicate modules, policies, and options when creating a new child organization.

Begin by navigating to the Organizations page

Select the ‘+ Organization’ button at the top of the page

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Name your new Template Organization ‘Template’ and enter 'Template' in the Identifier area as well. Then, select your Time Zone and navigate to the Options tab.

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In the Options tab, you can select which options you would like to include in your template by expanding the drop-down menu, selecting the desired option, and clicking Add. For more information about the Options Tab, see Options Tab: Choices and Descriptions: for the Computers Page, the Computer Groups Page, and the Entire Organization Page | ThreatLocker Help Center (kb.help) 

While adding options to a template is convenient, these options should be used with extreme care as changing these options may greatly impact ThreatLocker’s ability to monitor and secure your environment. 
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Once you have added your desired Options, click Save.

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You can now select which modules to include in your template from the Modules drop-down menu. These are the modules that will be selected by default, or inherited, each time you create a new child organization.

For more information on Module options, see this article. 

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Once you have your modules selected, click on the manage organization icon.

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Next, expand the Modules drop-down menu on the left-hand side of the screen to add policies to your template.

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For more information about creating and managing policies, search our Knowledge Base. Some articles include:

 Managing Application Policies | ThreatLocker Help Center 

Storage Control Policies | ThreatLocker Help Center 

Network Access Control (NAC) | ThreatLocker Help Center  

These policies will also be inherited by new child organizations.

From this point forward, clicking the +Organiztion button will copy these Module choices, Policies, and Options into all new organizations.

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