Objective:
- To understand the options available in the Configuration section of the Admin Tab
Environment:
- PolicyStat
Additional Information:
To locate the Administrator Menu, click the Admin tab on the header row anywhere in PolicyStat.
If your screen does not display an Admin tab, your permissions have not been activated. Please contact another Site Administrator to assign you permissions.
This section covers the Configuration list. For the Site Data list or the Reports list, click the respective titles.
Answer:
Configuration
Please note: Changes to the Configuration list impact the entire PolicyStat site. Ensure you understand the scope of the changes prior to making any adjustments to these categories.
Global Guest Access Link |
The global guest access link allows anyone using it to search and view active policies without the need to log in. For more on Read-Only Access Links, see this article. |
Policy Layout |
The Policy Layout section allows modifications to be made to the:
|
Policy Templates |
During onboarding, a minimum of one template is established for use in creating for all new policy content. This generally entails specific header titles and formatting preferences. If edits to the standard template or additional templates (e.g. - separate templates for policies, procedures, contracts, etc.) are required, they can be established or deleted here. For more on creating new templates, see this article. |
Site Configuration |
The Site Configuration section allows modification to:
|
Active Directory |
Active Directory Integration is a feature PolicyStat offers at an additional charge that connects with your site's local Active Directory network and ensures that all users listed in the Active Directory site receive matching user accounts and logins to PolicyStat. For more on this feature, please see this article. |
Single Sign-On Configuration |
Single Sign-On is a feature PolicyStat offers at an additional charge which allows seamless login for users without the need to enter a username or password. For more on this feature, please see this article. |
This article applies to the following user roles:
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