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Change the policy type for a policy

In this article, we explain how to change the policy's type.

K
Written by Katie Airey
Updated over 3 weeks ago

You can change the policy type for a policy, giving you the ability to categorise them to fit your requirements.

⚠️Important: Updates to policies release on their original policy type. If you change the type, you'll need to repeat these steps when there's an update.

To change your policy to a new or existing type, follow these simple steps.

  1. Click policies then click Policy Management.

  2. Find the policy you want to change, then click the three-dot menu.

  3. Click Edit/Update Policy, then in the policy, click Previous.

  4. Under Select the type of policy, select the policy type you need.

  5. Click Next, then click Next again.

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