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Learn how to manage your policy settings.

Updated over a week ago

Only the Policy Manager(s) and Owner(s) can make adjustments to a policy's setting. Within the policy settings a user can change the policy's status, rename the policy, add a reviewer or delete the policy. If you are looking to change the formatting of the text, please see this support article.


To Update a Policy's Settings:

From Settings Area

  • Click Settings

  • Click Policies

  • Choose a policy from the list

From Policies Area

  • Navigate to the policy you would like to adjust

  • Click three dot hamburger menu below the Add New button

  • Click Settings


Rename your policy here. The name of your policy is not under version control.


Policies have two visibility settings: Active, and Archived. New policies default to the Active setting. When a policy is no longer considered active within your organization, you can set the visibility to Archived. Changing a policy's visibility to Archived will remove the policy from the listing within the Policies sidebar. The policy will be moved to the Policies section within the Settings menu. Archived policies will be listed below Active policies.


Policies can be modified to reflect various classifications. These are modified in the Organization Profile. The platform provides two default options: Internal Use Only, and Public. Your organization may also require another classification, such as Confidential. You may add a new classification and modify its description if needed.

To add a new classification, click Add New. You can then double click in the Name column to customize the name of the policy classification, as well as double click in the description column to customize the description of the classification.

Classifications and their descriptions will show on downloaded policy documents on the policy cover page, and each page of the document. The description will be at the header, and the classification will be at the footer.


Choose one or multiple Policy Managers.


The release tab will show any articles that have been approved as a candidate for release. This is where Policy Managers (or Owners) may come to release a new version of a policy, set an effective date, and next review cycle.


This area will show when the next review is due on the policy. This date is set by the Policy Manager or Board delegate when the last version was released.


The history tab allows the user to see all previous released versions of a policy. Each can be expanded to view in app. Each policy version may also be downloaded from this area.

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