As an administrator within the Policy Hub, you can update the policy management settings to control how policies are uploaded, assigned, approved and displayed to users. Updating these settings helps you tailor your workflow, organise policy documents and manage the user experience more effectively.
This guide explains each setting and what it allows you to manage.
Accessing the Policy Management settings
To access the settings, follow these steps in your platform:
Go to the Management Console and select the Policy Management option on the right-hand side
Select the Settings option to open the configuration menu
Policy upload mode
This setting determines which file formats administrators can use when adding or updating policies.
Choose between PDF only or PDF and Microsoft Word
The selected format affects the source document you will be required to upload when creating or editing a policy
Audience Group domain
This controls which audience groups can be selected when assigning policies.
Set to a specific domain to restrict selection to groups within that domain
Set to based on domain access to allow users to choose from all existing audience groups and domains they have permission to access
Related policy options
These options determine which related policies can be linked together.
Link policies based on domain access
Or allow linking to any policies regardless of domain
Policy approval mode
You can choose the approval workflow that best fits your organisation.
No approval
Record approvers manually
Approval Workflow
Selecting the right workflow ensures policies receive the correct sign-off before publication.
Sidebar items
You can control which items appear in the left-hand panel of the policy display.
Click on the x to remove sidebar items
Use the search bar to add items back as needed
This helps declutter the interface and highlight the most important options for your users.
Policy attestation category
This setting allows you to choose the category that attested policies link to on the user's homepage, ensuring they appear in the appropriate section for visibility and compliance tracking.
Policy attestation question
You can tailor the attestation question and the response options from this section, helping you adapt policy confirmations to your organisational requirements.
Conclusion
By adjusting your policy management settings, you can streamline policy governance, simplify document handling and enhance the user experience within the Policy Hub. If you need further help, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].