# Policy Management

Policy Manager enables organizations to create, manage, publish, and track internal policies across users. It provides full lifecycle control from drafting policies to enforcing user acknowledgement and maintaining version history.

This feature ensures organizations can enforce compliance requirements, maintain audit trails, and keep policies up to date as business processes evolve.

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  <div style="font-weight:700; margin-bottom:20px;">Who can use this feature?</div>

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        All <span style="color:#d760f9; font-weight:600;">Account Owners</span>, <span style="color:#d760f9; font-weight:600;">Security Admins</span> and <span style="color:#d760f9; font-weight:600;">End Users</span>
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        Available on the <span style="color:#d760f9; font-weight:600;">Free</span>, <span style="color:#d760f9; font-weight:600;">Core</span> and <span style="color:#d760f9; font-weight:600;">Business</span> plans
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## Key Features
<CardGroup cols={3}>

<Card title="Create Policies" href="/create-policy-2031171m0" icon="lucide-file-text">
  Create policies using WatchDog templates or build fully custom policies.
</Card>

<Card title="Publish Policies" href="/publish-policy-2031178m0" icon="material-outline-check_circle">
  Publish policies to users and enforce acknowledgement requirements.
</Card>

<Card title="Track Acceptance" href="/track-policy-acceptance-2031191m0" icon="lucide-file-pie-chart">
  Monitor which users have accepted policies for audit and compliance.
</Card>

<Card title="Update Policies" href="/update-policy-2031193m0" icon="material-outline-create">
  Create new versions of policies while maintaining historical records.
</Card>

<Card title="Policy Reminders" href="/send-policy-reminder-2031192m0" icon="lucide-bell">
  Send reminders to users who have not yet accepted policies.
</Card>

<Card title="Download Policies" href="/download-policy-version-2031195m0" icon="lucide-download">
  Download policy versions for audit evidence, offline review, or record keeping.
</Card>

<Card title="Delete Drafts" href="/delete-policy-2031196m0" icon="lucide-trash">
  Permanently remove draft policies that are no longer needed before publishing.
</Card>

<Card title="Retire Policies" href="/retire-policy-2031197m0" icon="material-outline-remove_circle_outline">
  Deactivate published policies while preserving them for audit and historical reference.
</Card>
</CardGroup>

## How Policy Manager Works

Policy Manager follows a structured lifecycle:

1. Policies are created using templates or custom content  
2. Policies are saved as drafts and edited  
3. Policies are published to users  
4. Users receive notifications and must accept policies  
5. Acceptance is tracked for audit purposes  
6. Policies can be updated and re-published as new versions  
7. Reminders can be sent to users who have not accepted policies  
8. Policies can be retired or deleted depending on status  


## Policy Lifecycle States


Policies move through defined states:

<AccordionGroup>

<Accordion title="Draft" defaultOpen>
- Policy is being created or edited  
- Not visible to end users  
- Can be modified or deleted  
</Accordion>

<Accordion title="Published">
- Policy is active and visible to users  
- Users are required to review and accept  
- Acceptance tracking is enabled  
</Accordion>

<Accordion title="Updated Version (Draft)">
- A new version is created from an existing published policy  
- Changes can be made before re-publishing  
- Does not affect current users until published 
</Accordion>
    
<Accordion title="Retired">
- Published policy is no longer active  
- Remains available for audit and historical reference
</Accordion>

</AccordionGroup>

## Troubleshooting

<AccordionGroup>

<Accordion title="Users Cannot Accept Policy" defaultOpen>
If users cannot accept a policy:

- Ensure the policy is in **Published** status  
- Verify the user has scrolled through the entire policy  
- Confirm the user has access to **Policy Manager**
</Accordion>

<Accordion title="Policy Not Visible To Users">
If a policy is not visible:

- Confirm the policy has been **Published**  
- Verify the user is assigned to the correct organization  
- Check if the policy was recently updated but not re-published
</Accordion>

<Accordion title="Users Not Receiving Notifications">
If users are not receiving policy emails:

- Check email delivery settings and spam folders  
- Ensure the policy was successfully **Published**  
- Verify reminder emails were triggered if needed
</Accordion>

<Accordion title="Changes Not Reflected In Policy">
If updates are not visible:

- Ensure a **New Version** was created before editing  
- Confirm the updated version was **Published**  
- Verify whether re-acceptance was required during publishing
</Accordion>

</AccordionGroup>
