Creating Custom Policies

  • Updated

Creating Custom Policies 

  • From the left-hand navigation panel, select Policies 
  • From the top right-hand corner, select + Custom Policies


  • Add a policy title and policy description
  • Select Create 


  • Use the policy editor tool to draft the policy, upload from your computer, or sync a file from Confluence or Google Drive
  • Once the policy is drafted, you can continue to edit, or submit it for approval 


  • When submitting for approval, choose the approver, or approve the policy yourself if you have admin permissions 


  • Approve the employee assignment. When approved, these employees will be asked to accept this policy 



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