How to Set Policy Portal

Last updated: 2025-05-27

This article is intended for a manager or policy administrator.

Portal Settings and Policy Distribution

As a manager or policy administrator, you have access to their settings. Here you have all the settings related to policies in your company in one place. Specifically, you set:

  1. what is displayed to your employees on the policy portal, in other words, what documents will be offered to them on the portal
  2. distribution lists for active confirmation of read policies, work instructions or other documents. You set:

Setting up sources for the policy portal (only available in beta)

  • Here you set which organizers are the source for the policy portal
  • By default, it is the Policies & procedures organizer
  • For example, you can add a manual organizer
  • or other organizer according to your needs
Set up sources for policy portal

How to add the additional organizer

  • If you need to display any specific documents in the policy portal, you need to keep them in a separate organizer
  • You name and set up such organizer as you need
  • You turn it on and activate controlled documentation in it
  • Once you have this setup, it will be displayed here in the add menu

Setting up distribution lists

  • Distribution lists are used to distribute specific policies to specific employees or groups of employees
  • In this tab, you set up and manage all distribution lists
  • Here you will also find basic reporting for each distribution list (who has read it, who hasn't)

More information about setting up distribution lists can be found here.

Set up for distribution lists and policy portal