Policies Page

The Policies page displays all organizations currently within the system and the SBA policies configured to each organization. Note the following features:

• Viewable Organizations:
  • FI Administrators - Only the organizations to which an FI Administrator is associated are displayed.
• Expand All, Collapse All - These buttons allow you to expand or collapse all organizations to either display or conceal the individual policies, respectively. Organizations are expanded by default.
• + POLICY - Allows you to create a new policy for the selected organization. For more information, refer to Creating a Policy.
• Hovering over a policy with the mouse highlights it and displays the - REMOVE and + COPY buttons, as shown in the example above.
  • - REMOVE - Allows you to delete the policy from the associated organization. When this button is clicked, it is replaced with confirmation buttons, as shown.
    
    
  • + COPY - Allows you to create a new policy based on the selected policy for the same organization.
• Inherit Policies - This feature allows you to inherit the policies of a parent organization to the associated child organization. For information on enabling inherited policies, refer to Inheriting Policies.

For information on working with policies, refer to:

• Creating a Policy
• Editing a Policy
• Copying a Policy
• Removing a Policy
• Disabling an Inherited Policy