Accessing the Policy Manager and Adding Policies : vCIOToolbox

Accessing the Policy Manager and Adding Policies Print

Modified on: Sun, 17 Nov, 2024 at 2:42 PM

The policy manager can be accessed within the customer GRC experience. Inside a customer GRC review you can access the policy manager one of two ways:

a. [GRC} > Documents > Policy

b. [GRC] > More > Policies

You will then enter the policy manager

To add a policy from the Global Policy Maanger click add policy.

This will open the Global Policy Manager allowing you to select the policies you wish to use and managed with the client.

Once chosen they are accessible for use.

See related articles

How to edit you customer policy

How to send for customer approval

How to send for end user signature.

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Accessing the Policy Manager and Adding Policies Print

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