PolicyHQ User Guide

This section describes how end users interact with PolicyHQ day to day. It focuses on the workflows you complete in the UI, not system internals.

Who this guide is for

• Org users acknowledging assigned policies
• Policy approvers reviewing and approving policies
• Admins and authors creating, maintaining, and exporting policies

What you'll learn

• How to navigate the app and find your work
• How policy assignments, approvals, and reviews work
• How to create policies and manage templates
• How to export policies and run reports
• How to manage users, business units, and org settings
• How to troubleshoot common issues