Edit Policy

1. In side navigation, click Activities.

2. In the Activities view, click .

The settings for activity Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. configuration are displayed.

3. Click Policies in the menu on the left side.

The Policies page is displayed. Existing policies might be hidden within a dropdown.

4. Open the dropdown to see all policies and select the policy you want to edit.

5. In case you want to edit the policy's name and description:

   1. Click the pencil icon right to the policy's name.

   The Edit name & description dialog is displayed.

   2. If necessary: Edit the name.

   3. If necessary: Edit the description.

   4. Click Save.

   You have edited name and description.

6. In case you want to edit the statements of the policy:

   • In case you want to add statements:

     1. On the right side of the new policy's row, click the Plus icon.

     The Add Statements dialog is displayed.

     2. Select the statements you want to add to the policy by clicking its Plus icon. At the top of the list you will find the group statements, followed by the type statements. At the end of the list the Full Acccess to All activity types statement can be found.

     3. Click outside the dialog to close it.

     You have added statements.

   • In case you want to delete statements:

     1. On the left side of the policy's name, click the arrow.

     The policy's data and added statements are displayed.

     2. Inline the statement you want to delete, click ×.

     You have deleted statements.

7. In case you want to edit user or team assignment:

   1. Make sure you can see the policy's data and assigned statements. If you cannot see them, then click the arrow on the left side of the policy's name.

   The policy's data and added statements are displayed.

   2. On the bottom right click Link user(s)/team(s).

   The Link User(s)/Team(s) dialog is displayed.

   3. In the dropdowns, edit the teams and users assignment. If you want to assign user or teams, but you do not see all teams or users directly, enter the name. The dropdowns will display possible matches.
      If you want to delete an assignment, click × on the user's or team's name label.

   4. Click Link Users.

   You have edited the user and team assignment.

You have edited the policy.