Time to “Regroup”?

It’s that time of year when everyone is planning out their budgets, projects and goals for the coming year. If you’re considering bringing more automation and efficiency to a new area of your organization or just to a new process within an area that is already using policyIQ, you will likely be revisiting how your users are organized. With the recent release of policyIQ’s version 7.5, it is now possible to make adjustments to multiple users at the same time—making your task of implementing the new process that much easier.

Maybe you have several employees who are already in your “Directors” Group that you’d like to add to a new Group called “SOX 302 Level 2”. Is your organization going through a restructuring and that department is moving under a new VP? These types of adjustments now take just a few seconds in policyIQ. Simply highlight multiple users in the table and select “Move” from your options in the toolbar. Within the resulting window, you are able to adjust all of the selected users’ groups in bulk. Move_User

If you have questions about best practices for managing your users, Groups, or expanding your use of policyIQ, reach out to us and we’ll schedule a FREE working session to get you started in no time!

This entry was posted in Best Practices, Customer Relations, Customer Success, Training and tagged , by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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