Bulk editing policies
Roles and permissions
The following roles can bulk edit policies:
Administrators with manager permission for the selected policies
Compliance managers with manager permission for the selected policies
Users with manager permission for the selected policies
Using the bulk options on the Policies page you can modify one or more policies. You can only edit policies where you are a member. If you select policies where you are not a member or don't have the correct permissions, the bulk actions are grayed out.
To bulk edit policies:
From the left menu, select Policies.
Mark one or more checkboxes for the policies you want to bulk edit.
Select a link from the list across the top of the policies grid that represents the bulk edit you want to make.
Option/field | Definition |
|---|---|
Clear | Clears all selected checkboxes. |
Archive | Archives the selected policies. See Archiving and unarchiving policies. |
Owner | Changes the owner of the selected policies. See Changing a policy owner. |
Members | Adds users to the membership of the selected policies. See Bulk editing user membership for an object. |
Export | Exports a zip file containing the selected policies ' effective version files. See Exporting policies. |
Custom fields | Any custom fields you have added to policies display as individual links above the list of policies. |