Home Uses Policies & Procedures Overview Example Policy Key Benefits SOX & Compliance Overview Example Risk Example Control Example Test Example Deficiency Reporting Key Benefits Process Automation Overview Example IT Form Example Acct Form Example HR Form Key Benefits Document Management Overview Example Document Key Benefits Features Example Content Example Policy Example Risk Example Control Example Test Example Deficiency Example IT Form Example Acct Form Example HR Form Example Document By Activity User Navigation Edit Content Enforce Compliance Setup & Configure By User Type User Type Overview Read-Only Access Standard User Advanced User Product Information Brochures Subscription Agreement Case Studies Fact Sheets Access & Support Hosted Delivery Network Installation Implementation & Training Customer Support Partners News & Events

Features by Activity > Setup & Configure

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Any on-demand application must be easy to set up and implement, and policyIQ is no exception. Configuring policyIQ requires no special technical knowledge or IT expertise – just some basic training needed to translate your goals for Policies & Procedures, SOX & Compliance, Process Automation, and/or Document Management into the application.

Feature	Key Benefit
Customized Templates	Dropdown, text, and other reporting fields
Groups	Organize users for security rights
Custom Roles	Use standard or create custom roles
Folder Administration	Restrict who can edit and index to each folder
Password Rules	Enforce your own password strength settings

Next > View the User Type Overview

 

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