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A user can't see their policies

In this article, we explain what to do if a user can't see their policies.

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Written by Katie Airey
Updated over 2 months ago

If you've allocated policies to your users, you'll need to check that they're a user of Access Policies & Procedures.

To get started, follow these simple steps.

  1. Click the members button.

  2. Use the search field to find your user, at the top-right of their card, click the three-dot menu.

  3. On the Manage Roles list, scroll down to Policies & Procedures.

  4. Select the relevant role.

    • User can view policies.

    • Administrators can amend the policies.

  5. Click Save

If you have multiple members to update, you can apply updates in bulk.

πŸ€“ Tip: Get the user to refresh their page by clicking on the 3 dots on the Policies & Procedures tab and then reopening the tab.

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