Templates (Admins)
View templates
1) Open Templates.
2) Review available templates and their frameworks.
Create or edit a template
1) Select New Template or open an existing template.
2) Update title, framework, and mapped controls.
3) Edit the template content and variables.
4) Save changes.
Template fields
- Title and description
- Primary framework and mapped controls
- Secondary frameworks (if used)
- Variables used during policy generation
Template variables
Use variables to insert organization-specific content (names, tools, or standards). These are resolved when generating a policy.
When to update templates
- When frameworks change or new controls are required.
- When policy language needs revision.