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!

Add high-demand content to your Favorite Pages

Do you find yourself coming back to the same content regularly? Do you use policyIQ Pages (or Files or Weblinks) to communicate deadlines, track progress of processes or projects, frequently asked questions or policies? Did you know that you could place this high-demand content just a click away? Notice that there is an option within your pages to “Add Item to Favorites”.


This is like “pinning” a page to your Favorite Pages in your Dashboard.


Take advantage of this and other policyIQ features to help you do what you do every day…only better.

Is there another policyIQ feature that you use to operate more effectively or more efficiently? Let us know in the Comments section.