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Privacy and Security Policies

4 bytes added, 13 May
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Creating a New Policy
# 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) 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===
Smartstaff
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