PolicyCo has two distinct interfaces, or "views," depending on what you need to do: the Editor and the Viewer. Think of it as the difference between the kitchen (where the work happens) and the dining room (where the finished product is presented).
Here is how they break down:
1. The Editor (The Workshop)
The Editor is the control center. This is where the magic happens—writing, editing, and managing your policies, procedures, and evidence.
Who is this for? This view is primarily for the people building and maintaining your compliance documents. Active users with roles like Owner, Policy Manager, Department Manager, Author, and Assignee work here to make changes.
What if I'm just a Viewer? If your role is strictly "Viewer," you can still access the Editor, but your access is very limited. You won't see any documents here; you'll only be able to access your Profile/Personal settings.
2. The Viewer (The Library)
The Viewer is a clean, read-only interface. It’s perfect for reading policies and procedures without the risk of accidentally changing anything.
Who can see Policies? Policy visibility in the viewer is controlled by going to Home>Share and setting up a share. Once a share is created, those that are included will be able to see a Policy in the Viewer.
Who can see Procedures? Visibility of Procedures is controlled by setting up each procedure as visible by Department, Organization, or Public. Department only view allows only users in that department to view the Procedure in the viewer. Organization allows any user in your organization to view the procedure. Public, anyone with a link can view these, so be cautious on what you use Public for!
How do I get there?
The platform helps route you to the right place automatically:
Viewers: If your role is set to "Viewer" only, you will be taken directly to the Viewer interface as soon as you log in.
Everyone Else: If you have a more advanced role (like Author or Manager), you will land in the Editor first. You can easily switch to the Viewer whenever you need to check how things look to the rest of the team.