Uploading the policies is pivotal in ensuring your organization abides by the highest standards of information security. Our feature-rich platform is designed to streamline this process, facilitating easy management and enforcement of your security policies. So, let’s dive in!
Step 1: Preparing Your Policies for Upload
First off, give yourself a pat on the back for successfully finalizing your policies – that's a great achievement! 🚀 Before you upload them to Secfix, make sure they are in a supported format and are well organized.
Read more about how to work on policies here.
Step 2: Navigating to the Policies Section
Start by logging in to your Secfix account. On the dashboard:
Locate and click on "Policies" in the left side menu.
Browse through the policy list to find the one you wish to upload.
Click on “Configure” to initiate the upload process.
Step 3: Uploading Your Policies
In this step, you'll add your policy files to the Secfix platform:
Drag and drop the policy file from your computer or click to select a file to upload.
Click on "Next" to proceed to user group attachment.
Step 4: Assigning Policies to Specific User Groups
Here, you'll specify which user groups should have access to the uploaded policy:
Attach the policy to the relevant user groups on Secfix.
Review the settings and click on "Submit" to finalize the upload.
Step 5: Policy Approval
Now that your policy is uploaded, it needs your or your InfoSec leader's approval:
Go to the “Policies” page.
Click on “Approve” next to the policy you’ve uploaded.
![[video-to-gif output image]](https://secfix.intercom-attachments-1.com/i/o/833871216/25098cfa8e663a1ee6c84973/ezgif-5-f6a100ecf4.gif?expires=1743720300&signature=87f55904d10ab01167059a73921bfe25f4b8399c89fa7ff1910b3ee006550185&req=fCMkHs5%2Fn4BZFb4f3HP0gBKomaUfUzd4GhSw9xPB9ZqrMpKYFOPnpVrx5EDX%0AVfFKmpi1J9ARWPADGw%3D%3D%0A)
Step 6: Employee Accessibility
With approved policies in place, it’s time to guide your employees on how to access and accept them:
Employees can log in to Secfix through Google Workspaces or O365.
Once logged in, they'll be redirected to the "Me" page showcasing all pending tasks, including policy tasks now enabled.
Here, they can read, download, and accept the policies, affirming their adherence to your company’s security protocols.
How to remove Policies or upload new versions?
Simply navigate to the three dots on the right side of the screen for the policy you wish to remove. There you can select ''Reset Policy''. This will also reset the version history, so in case you want to upload a new version don't reset the policy but click on ''Upload new version''.
