The Dynarisk product allows you to create, edit, save, and document policies for your staff and organization. To use the Policy module, follow these steps:

Accessing the Policy Module

  1. Click on the Policies button on your dashboard or select the Policies section from the left-hand menu.
  2. In the Policy screen that opens, you can view existing policies by clicking the eye icon on the right side of each policy.

Adding a New Policy

  1. To add a new policy, click the "New Custom Policy" button in the top-right corner.
  2. A form will appear where you can enter the name of your policy. Once you've entered the name, click the "Create" button.
  3. After clicking Create, a text editor will open, allowing you to document your policy.
  4. Once you've detailed your policy, click the "Approve" button in the top-right corner to save and approve your policy.

Once your policy has been successfully added, you will see the text "In Effect" under the Policy Status heading.


Downloading a Policy

  1. To download your policy to your local machine or system, find the policy with an Active status.
  2. Click the download icon (the last icon) in the Actions menu for that policy.

Disabling a Policy

  1. To disable a policy, go to the Actions section under your custom policy.
  2. Click the "Disable Policy" button (the second button) to immediately disable the policy.

Deleting a Policy

  1. After disabling the policy, click the trash can icon in the Actions menu to permanently delete the policy.