Creating User Policies

Learn how to create User Policies which dictate what a User can and can't do when logged into iVvy.

When creating a User in iVvy, you will assign the User to a User Group. 

A User Group determines what Venues or Events a User will have access to and what User Policy they will be linked to. 

The User Policy determines what a user can and can't do in the iVvy system. 

You may want to setup your User Policies based on job roles in your business for example; Sales, Events or you may want to set these up based on general access for example; full access, venue level access or view only. 

To create a User Policy: 

1. Navigate to Global Settings > Users > User Policy 
2. Click 'Add Policy' 
3. Complete the following: 
   • Name: Name your policy- this will be what you link to the User Group so you will want the name of the policy to be easily identifiable. 
   • Description: An overview of the policy and access. This is purely for internal purposes and is optional. 
   • Expiry Date: The Date the policy will expire (optional)
   • Days Until Password Expires: If you do not want the policy to expire, leave this as 0
   • Can Export Data: Whether the user export data for reporting etc. 
4. Click each heading in blue for Access Rights. This will highlight different areas of the system and break down the levels of access you can provide. Options are generally: 
   
   • All: Full Access 
   • List: View Only 
   • View: View Only 
   • Add: Create New 
   • Edit: Ability to edit 
   • Delete: Ability to delete 
     
     Note: If you have any questions or are unsure of what a field is giving access to, please contact Support on support@ivvy.com
5. Once you have selected the Access Rights and completed all mandatory fields, click 'Save'
6. Repeat the above until you have all Policies required to complete the setup of your Users. 

To learn about Creating User Groups, click here.