Once a policy has been added to your Policy Hub, a policy administrator will be able to add and update the audience group and the category where the policy will sit within the portal.
You will need access to the Management Console and the Policy domain where the policy is allocated. Go to Policy Management and select Search. Using the search options, locate and select the relevant policy.
Under the Assignment tab you can start to complete/update the fields below and Update assignment information:
| Category | This is the category on the home page where the policy will appear for the user e.g. Human Resources |
| Sub-category | This is the sub-category where the policy will appear for the users e.g. category: Human Resources; sub-category: Recruitment |
| Policy Set |
This is used to group your policies end user side under the same heading New Policy Set: If there are a number of policies, you wish to appear together in a specific order you should put them in the same policy set e.g. Global AML Policy; Additional AML Policy for US; Sanctions Policy |
| Position |
If the Policy Set has a number of policies assigned, you can decide the placement or position of each policy |
| Audience Groups |
Select the audience group who are required to access the policy by selecting the relevant group from the Non Selected Items and click on Add to Selected items box which will move the relevant audience group to the Selected Items box. Policies can have more than one audience group who may need to access a policy. |
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