Adding an Accrual Policy to a User Profile

With Citadel, you have the flexibility to assign policies to individual users throughout your account, regardless of their role type. This feature allows you to organize policies on a user-by-user basis.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

All changes made to a policy will apply to all users assigned to that policy. 

Add an accrual policy to a user:

1. Log into the Citadel web portal.
2. Click on People in the side menu. 
3. Select the name of the user.
4. Click on Policies under the user's name. 
5. Select + Assign or Replace Policy. 
6. Select Accrual and click the policy you want to assign from the dropdown list.
7. If there was no previous policy of that type, the new policy is automatically added.
8. If there was a previous policy of that type, click Confirm and Assign to apply the policy.
9. Click Save to update your changes. If you don't click Save, the policies will not be updated.