User Policy Management

Accessing the Policy Manager and Adding Policies
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: ...
Sun, 17 Nov, 2024 at 2:42 PM
How to edit a User Policy
User policies can be easily edited and customized for each customer that you wish to use the policy manager. To edit the policy click on the edit icon. ...
Sun, 17 Nov, 2024 at 2:02 PM
Send a policy for customer approval
1. Inside the customer policy manager you can access the policy approval center by clicking on the thumbs up icon. 2. Inside the approval center yo...
Sun, 17 Nov, 2024 at 2:27 PM
Send the customer policy for end user signature
Once a policy is approved you can then send it for officer or end user approval. In the Customer Policy Manager you will see that the policies that have...
Sun, 17 Nov, 2024 at 2:41 PM