policy

Also known as: filtering policy, policy set

A reusable bundle of rules, what to block, what to allow, what to log, applied to one or more groups of users, devices, or sites.

In MSP tooling (DNSFilter, Cisco Umbrella, EDR consoles, MDM, RMM), a policy is the unit of configuration you assign to a target. A policy says: for the things bound to me, here are the categories I block, the domains I allow, the alerting thresholds, and the report routing.

Working with policies well means:

Inherit don’t duplicate, start from a baseline policy and override per client only where they actually differ
Test in audit mode first, most products let you log what would be blocked without enforcing
Document the why, a one-line note on each block rule will save your future self from a 2 AM whodunit