New: Policy Management & Acceptance
New Feature
What's new
Partners and their clients can now create, publish and manage company policies directly within the platform, with staff required to formally read and accept them.
Policies can be scheduled for recurring acceptance, making it easy to keep important documents such as Codes of Conduct, Acceptable Use Policies, Remote Work Policies and Data Protection guidelines up to date. The platform automatically tracks who has accepted each policy and who still needs to take action.
Partners also have access to a central Policy Library, where reusable policy templates can be created once and rolled out across multiple clients - helping you standardise your offering without rebuilding the same documents for every customer.
Why partners care
- Get clients compliant faster - Reusable templates remove the blank-page problem and make it quicker to roll out important workplace and security policies.
- Keep policies current - Schedule recurring acceptance so staff can be asked to review and re-accept policies when required.
- Track every sign-off - See exactly who has accepted each policy and maintain a clear record for audits, compliance reviews or incidents.
- Manage policies across clients - Build templates once in your Partner Policy Library and reuse them across your customer base.
- Simple by design - Give clients the policy management and acceptance tools they need without the complexity of a full GRC platform.
Tips
- Use those templates as a starting point when onboarding new clients rather than creating each policy from scratch.
- Set annual or twice-yearly acceptance schedules for policies that need regular review.