Adding a user to a policy
Roles and permissions
The following roles can add a user to a policy:
Administrators with manager permissions for the policy
Compliance managers with manager permissions for the policy
Users with manager permissions for the policy
After you have created a policy, you can add users who may need to work on that policy. To bulk add users, see Bulk editing user membership for an object.
From the left menu, select Policies.
Click the ID or Name of the policy where you want to add a user.
Click the facepile.
The Member Access window displays.
Select the Add tab.
In Add New, select Users.
To add a group of users, see Adding a group as a member of an object.
In the Name field, select the user you want to add from the drop-down.
If the user you want is not on the list, click Add them to Hyperproof to invite them to the organization.
In the Role field, select a role for this user.
The default role is Contributor. For more information on roles, see Policy roles and permissions.
In the Message field, add a message for the user. This field is optional.
Click Add.
The Members tab displays with the new user. You can select the Add tab to continue adding users.
Click Done to close the window.
For information on additional membership functions, see Adding users to objects, features, and modules.