Managing agency settings

Agency settings are used to configure functions.

From the Policy Manager left menu, select Agency Settings. You can enter information or select the toggle to turn a setting on ().

Settings include the following. Contact a Diligent Customer Success Manager or Diligent Support for details on these settings or settings not listed here. See Getting support.

  • Allow Upload Only: Users are given the opportunity to upload documents. For example, a user might upload a Word document to the Document Editor or as a document template component. You can control if an uploaded document can be edited or not with the following settings.
    • Toggle on () to only allow uploading a document but not edit the document.
    • Toggle off () to allow uploading and editing.
  • Diligent One syncing: See Syncing Policy Manager policies to Diligent One Compliance Maps.
  • Policy Portal Public: Enable the public Policy portal by toggling this setting on. This allows authenticated access to the Policy Portal using login credentials. See Using the Policy Portal for details on Policy Portal.
  • Policy Portal Public View: Enable to provide public access to the Policy Portal without requiring login credentials.
  • Spellcheck Enabled: Turns spell check in the Document Editor.
  • Authentication and Single Sign On (SSO) setting:
    • IDP Cert Name: Enter the file name of the Identity Provider certification file. This file is located in the application root (highest) folder.
    • Internal Login Security Group: Enter the name of the security group used for log ins.
    • OpenLink Enabled: Enable OpenLink by toggling the setting on.
    • Is SSO Enabled: Set the toggle to on if SSO is enabled.

    • Always Redirect If SSO Enabled: Set the toggle to on to redirect for authentication if SSO is enabled. If the toggle is off, the user will not be redirected to sign in via SSO authentication.

    • Is SSO Self-Provisioning Enabled: Set the toggle to on if SSO provisioning is enabled so the user can access multiple applications and websites with a single sign on.

    • SSO ID Provider URL: Enter the URL address of the single sign on provider.