How do I create a Policy?

Policies are a named set of related rights that can be enabled as a group.

Policies can be attached:

• To a role (in addition to it's regular rights you can say "and enable everything in the Marketing policy"). This is mostly just a way to make defining roles more meaningful, by composing a role out of policies instead of a long list of rights.
• Directly to a user. A user has a single role but can have one or more policies linked directly to them. This lets you give users a few extra rights without duplicating a whole set of roles.

Create the Policy

Apply the Policy to a User

Create the Policy

1. In your Cloze account:
   1. Tap on More
   2. Tap on Settings

2. Under My Team, next to Team Settings, tap on Edit.

3. Under Security and Access, tap on Policies.

4. Tap on Add new policy.

5. Create the policy:
   1. Name your policy
   2. If the user is in a private sub team, this should be toggled ON
   3. Expand each heading and toggle on the rights you want to be included in the policy
   4. When a menu is collapsed, if rights have been toggled ON, you will see a number indicating this
   5. Tap on Next after enabling the rights you want for the policy

6. You will see the policy you have just created. Tap on Next once more to save the Policy.

7. Save the Policy:
   1. Tap on Review
   2. Tap on Save

Apply the Policy to a User (or Users)

1. To apply a policy to a user or users:
   1. Tap on More
   2. Tap on Team Members

2. Choose the user or users that you want to apply the policy to:
   1. Tap on the checkmark next to their name(s)
   2. Tap on the large checkmark at the bottom

3. Tap on Member settings.

4. Tap on the dropdown next to Add policies and tap on the policy to select it.

5. Once you have selected the policy to add, tap on Update.

6. Tap on Update to confirm you want to update the policy for the user(s).

7. You have now applied the policy to the user(s).