How can I Restrict Access or make a PolicyStat Document Viewable Only by Certain Users?

Issue/Objective

Restrict access to a policy

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.


Circumstances may require hiding or restricting a policy from general view by any users. A policy may become outdated or may require large edits prior to making it live.

This short tutorial demonstrates how to locate and apply this setting from the Policy Properties menu.

Visibility restrictions can be made in bulk for active documents using the Bulk Admin Override tool.

Owners and approvers will have visibility to see restricted documents even if the "Can View Restricted" permission is not explicitly set under the user account permissions.

Restrict a Policy from General View

1. Open a Draft of the policy in the PolicyStat Editor.
   • Typically this is done by clicking the Edit button from the Drafts page or Edit in the top toolbar of the policy.
2. Navigate to the Advance Properties section using the quick navigation on the left or scrolling down the page.
3. Click the section header to expand the content.
4. Change the Visibility Restrictions property to Only users with permissions. 
5. If no other changes are needed, click the Start Approvals button in the top toolbar and provide a summary of your changes.
6. Once the policy completes the Approval Workflow process, it will be restricted from general view.

Restrict Visibility Immediately via Administrative Override

A policy may need to be restricted from general view immediately without passing through the Approval Workflow. Site Administrators can complete an Administrative Override , then follow the steps above. As with all override actions, once the property has been revised, the policy will be restricted immediately.