Creating and assigning a Site Policies to User/Groups or Roles

Creating a Site Policy is easy, select "Add/Remove Site Policies" from the side menu

You will see a similar table appear like below

When adding a site policy, the options will appear below, ensure that you keep the Description field to a few sentences, about 1 paragraph, more information can be attached to a PDF to the Site Policy if required.

There are two options for file attachment:

• Attach the document directly using the "Document" upload.
• or use a document that has already been uploaded to "Default Site Documents" ensure that you upload to the sub menu "Default Staff documents" if you are assigned a policy to staff and not contractors/vendors etc.

When selecting users, we have given different roles different colours, you can tell this by see the legend next to the "Send by Users" field, this is to make it easier to find people and/or roles.

You can add a site policy, but not send the email to users, groups or roles about the policy, just unselect the "Send Now?" toggle.

After you have Entered all the required information:

1. Policy Title
2. Policy Description
3. Select Users/Groups and Roles.
4. Assigned / Uploaded the Policy Document.

You will then be able to "Add" the Site Policy, at this point the Policy will email all users if the "Send Now" toggle is selected.

Any questions please contact support@sm8a.com.au