How do I add/assign a policy to a person?

Citadel makes it easy to assign policies to your employees, whether you want to apply policies to entire departments or individual users. 

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. 

Assign a policy to a department:

1. Log in to the Citadel cloud portal.
2. Click on Places in the side menu.
3. Select the department from the Departments section.
4. Click on the Policies subtab.
5. Review the rules for each policy currently assigned to the department. Click on a policy to see a more detailed view.
6. Click + Assign or Replace Policy on the top right-hand side of the page to view all available policies listed by policy type.
7. Click a policy type to open the dropdown menu.
8. Select the policy you want to assign.
9. If there was no previous policy of that type, the new policy will be automatically added.
10. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes or Cancel to discard the changes.
11. Scroll to the bottom of the screen and click Save to update your changes. If you do not click Save, the policies will not be updated.

Note: If a person has a policy type already assigned, adding or replacing a policy at the department level will not override the individual policy. You will need to update the person's policy accordingly.

Assign a policy to an individual user:

1. Log in to the Citadel cloud portal.
2. Click on People in the side menu.
3. Select the user to whom you want to assign policies.
4. Click on the Policies subtab under their name.
5. Review the rules for each policy currently assigned to the department. Click on a policy to see a more detailed view.
6. Click + Assign or Replace Policy on the top right-hand side of the page to view all available policies listed by policy type.
7. Click a policy type to open the dropdown menu.
8. Select the policy you want to assign.
9. If there was no previous policy of that type, the new policy will be automatically added.
10. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes or Cancel to discard the changes.
11. Scroll to the bottom of the screen and click Save to update your changes. If you do not click Save, the policies will not be updated.