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# In the left-hand navigation, select “Policy Builder”. A policy can be built section by section, with each section getting its own independent permissions. This allows you to set up a single policy that can show different sections to different user roles if needed.
# To create a new section, click the “New Policy Section” button which looks like a plus sign.
# Provide a relevant title for the section under Section Header.
# Under Content, add the content for the first section of your policy. Then click Save.
# Repeat steps 2 to 4 adding additional sections and content as needed.
# (Optional) If a certain policy section should only be displayed to specific users and/or countries, navigate to the Permissions tab to define this in more detail.
<u>'''Note:'''</u> A policy must not contain any role-based or country-based permissions in order to be visible to users not logged into the system.
Once we have created a new policy and set up the appropriate permissions, we can attach the policy to a global location such as a login page. This will force all users who log in to the system to accept or acknowledge the policy before gaining further access. In this article, we refer to any location where a policy has been attached as a “collection point”. To attach a policy to a login page, follow these steps: # Go to '''Global Settings ''' > '''Branding ''' tab > '''Login Pages'''
→Setting Up a Global Policy
==Setting Up a Global Policy==
===Creating a New Policy===
To establish a global privacy and security policy that all system users must accept, follow the steps below:
# Go to '''Global Settings ''' > '''Security ''' tab > '''Privacy and Security Policies ''' > Click the “New Policies” button (plus sign).# Under the '''Name ''' field, give your policy a descriptive name such as “Privacy and Security Policy”. This name will be displayed to the end user.
# (Optional) If you have an existing policy number in a third-party system, you can enter the same policy ID under Custom ID for reference purposes.
# For '''Effective Date''', schedule a date in the past to immediately activate this policy and force users to accept this policy at all collection points which we will set at a later stage. If you select a date in the future, policies will be automatically moved from “Draft” to “Active” status on that future date. An '''Effective Date ''' is required to enforce an active policy.# (Optional) If you need users to periodically re-accept this policy after a set interval of time on login only, specify a period under '''Enforcement Interval'''. By default, the interval is set to “None”. # (Optional) For '''Expiry Date''', schedule a date for the current version of this policy to expire. After this date, the status of this policy will change from “Active” to “Expired” and the policy will no longer be enforced. # Under '''User Policy Options''', choose the compliance option that will be presented to the user. In this example, we will choose the second option (“Users must accept the policy to proceed”) since we want all users to have a choice to accept the policy, however, we will not allow them to use the system unless they consent to the terms of our policies. # (Optional) Toggle on ''' Enforce Scrolling ''' if you want to force the user to scroll to the bottom of the policy before seeing the options to acknowledge, accept, and/or decline. Otherwise, the acceptance options will be immediately visible to the user and they will not be forced to read it.# Click ''' Save'''.
===Creating Policy Sections===
Now that we have created a policy, we need to add the content of the policy using the new policy builder.
# In the left-hand navigation, select “Policy Builder”. A policy can be built section by section, with each section getting its own independent permissions. This allows you to set up a single policy that can show different sections to different user roles if needed.
# To create a new section, click the “New Policy Section” button which looks like a plus sign.
# Provide a relevant title for the section under '''Section Header'''.
# Under '''Content''', add the content for the first section of your policy. Then click '''Save'''.
# Repeat steps 2 to 4 adding additional sections and content as needed.
# (Optional) If a certain policy section should only be displayed to specific users and/or countries, navigate to the '''Permissions''' tab to define this in more detail.
===Adding Permissions to a Policy===
While each policy section can have its own permissions, you can also add permissions to the policy as a whole. To do this, navigate to '''Global Settings ''' > '''Security ''' tab > '''Privacy and Security Policies ''' > Edit the desired policy > '''Permissions ''' tab. <u>'''Note:'''</u> A policy must not contain any role-based or country-based permissions in order to be visible to users not logged into the system.
===Attaching Policies to a Login Page===
Once we have created a new policy and set up the appropriate permissions, we can attach the policy to a global location such as a login page. This will force all users who log in to the system to accept or acknowledge the policy before gaining further access. In this article, we refer to any location where a policy has been attached as a “collection point”. To attach a policy to a login page, follow these steps:
# Edit the desired login page.
# Under the “Privacy Policies” section, add the new policy to the '''Attach Policies ''' field. # Click '''Save'''.
<u>'''Note:'''</u> For a policy to be enforced at a collection point, it must have a status set to “Active” and it must have an '''Effective Date ''' set in the past.
==Attaching Policies to Other Collection Points==
