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      How to assign Program Templates

      This article provides step-by-step instructions on how to assign Program Templates on Symbol Security, either through the MSP portal or via the API.

      From the MSP Portal

      1. Access the Program Templates List

        • Log in to the MSP Portal.

        • Navigate to the Program Templates section to view the list of available templates.

      2. Locate the Desired Template

        • Browse or search for the Program Template you want to assign.

      3. Assign the Template

        • Click the “Assign” button next to the template you wish to assign.

      4. Select Companies or Groups

        • A form will appear, allowing you to select the companies or groups to which you want to assign the template.

        • Use the search or filter options to locate specific companies or groups.

      5. Configure the “Override Mandatory Content” Option

        • Override Mandatory Content:

          • If enabled, this option will replace the existing mandatory content of the selected companies with the content defined in the Program Template.

          • If disabled, the mandatory content of the companies will remain unchanged, and only the monthly content from the template will be added.

        • Choose the appropriate option based on your requirements.

      6. Complete the Assignment

        • Once you’ve selected the companies/groups and configured the options, click “Assign”.

        • The assets and simulations included in the Program Template will be added to the security programs of the selected companies within the next hour.

      Assigning a Program Template via the API

      To assign a Program Template programmatically, use the following API endpoints:

      1. Retrieve the Program Template ID

        • Call the endpoint:

          GET /msp/program_templates

        • This will return a list of available Program Templates. Locate the program_template_id of the template you want to assign.

      2. Retrieve the Company ID

        • Call the endpoint:

          GET /msp/companies

        • This will return a list of companies. Locate the company_id of the company to which you want to assign the template.

      3. Assign the Program Template

        • Use the following endpoint to assign the template to a specific company:

          POST /msp/companies/{company_id}/programs/{program_template_id}/assign

        • Replace {company_id} and {program_template_id} with the appropriate IDs retrieved in the previous steps.

        • The "override mandatory content" setting is not allowed at the API yet, so content will be overridden by default.

      1. Verify the Assignment

        • Once the API call is successful, the assets and simulations from the Program Template will be added to the company’s security program.

      Important Notes

      • Override Mandatory Content: Use this option carefully, as enabling it will replace the existing mandatory content of the assigned companies with the content from the Program Template.

      • Assignment Delay: Depending on the # of companies and content selected, the assignments made through the MSP portal will take some time to be assigned, so we will notify you via email when it has finished. 

      • API Rate Limits: Be mindful of API rate limits when assigning templates programmatically to multiple companies.

      For further assistance, contact Symbol Security Support or refer to the API Documentation for additional details.