How do I add my company/unit policies?

To add your company/unit policies go to Unit Profiles > Search/find area or unit you want to add your policy to and click on it. Area/unit will load to the right and you can go under the Policies tab. Once under the 'Policies' tab click on the '+ Policy' button to add your policy.

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Fill in all required fields and press 'OK' to create new policy. Make sure once you've added your new policy that you click the 'Save Unit' button at the bottom of the page.

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Note: Policies added within the Unit Tree is inherited by all areas/units underneath it. For example if you add a policy to the company node on the left the policy will apply to all other nodes and units underneath it.

 

 

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