Policy settings

On this page, you can add a policy book and manage existing books.

Add a book

1. From the left navigation, select Settings > Policy settings.

2. On the Policy settings page, select ADD BOOK.

3. On the New book page, enter the details as described in the following table:

   Field	Description
   Book name	Enter a name for the policy book.
   Search users	Use this field to search users.
   Available users	Displays the list of users. Use the + icon next to a name to add them to the list of users who can access the book.
   Public and all internal users book	Select this radio button to grant the policy book access to both public and internal users.
   All internal users book	Select this radio button to grant the policy book access to all internal users.
   Private book	Select this radio button if you want this to be a private book. In the access dropdown that appears, select one of the following options: Has access Indicates that the selected user has only view access to the book. Edit access Indicates that the selected user can edit the book.
   Selected users	Displays the list of selected users.

4. Select SAVE.

The book is saved as a draft. For information about publishing a book, see Policy publisher.

Manage policy books

On the Policy settings page, you can edit or delete an existing policy book.

To edit a book, do the following:

1. From the list of books, select the book that you want to edit.

2. On the book details page, make the required changes.

   You can edit the name, add or remove users, or change the book type (such as change an all internal users book to a private book). To remove users, from the selected users list, select the minus icon (-) next to their names.

3. Select SAVE.

To delete a book, on the Policy settings page, select the minus icon (-) next to the book name that you want to delete.