An Introduction to Policy Manager

The Policy Manager application is where policy content is stored and can be browsed by users with permissions.

Policies can be read and accepted by those with permissions on the front end, with the configuration of the application handled by administrators on the admin side.
 

Policy Manager application literature index

These guides are intended for sysadmins & application administrators - those who will advise end-users on how to use the application as well as manage the whole directory.

It is recommended to start at the top and read through in order.

Fundamentals

Admin side overview (Set up categories and default permissions before adding content in the application)

Front-end overview

Permissions explained

Asset types

Creating a new policy

Policy acceptance

Ongoing management

Renewing Policies

Recalling policies

Using Review dates

Reports

Extras

Bulk policy import

Creating an approval process

Further Learning

We have an e-Learning course available here on Discover that covers the People application in detail and would suit new administrators or those looking for a refresher.