Documentation Nexus IQ Server 1.20

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7.3. Viewing Policies

You can view policies, including those imported with the Sample Policy Set, by following these steps:

  1. Log into IQ Server using an account that has permission to "View CLM Elements" for the specific organization or application. At a minimum, the account should be assigned the role of Owner or Developer for that organization or application.
  2. Click the Organization & Policy button figs/web/clm-server-manage-app-org-icon.png on the IQ Server toolbar.
  3. Select the desired organization or application in the sidebar.
  4. Click the Policy button in the menubar near the top of the page to scroll to the Policy section.
  5. Click the desired policy to open a view that displays policy details.

Note that policies are grouped according to where they are located in the system hierarchy:

  • Local - The policy was added at the level of the selected organization or application.
  • Inherited From [organization name] - The policy was added at some level higher in the system hierarchy.

When you open an inherited policy, the view is read-only. You can expand collapsed sections in the view to see details, but you cannot make changes to the policy settings. For information on how to modify a policy, see the Editing Policies section later in this chapter.