Before you begin
Sign in to the correct organization and make sure this product is enabled. Creation and administration require the appropriate team role. Screens may differ with your language and permissions.
For a church with multiple locations, choose a campus in the top bar before creating a record. All permitted campuses combines only records you can access. Check the Campus field before saving; changing it transfers that record and requires access to both campuses. Policies and boards can also be church-wide.
Church owners and administrators add physical, online, or temporary campuses in Settings → Campuses. In Team & permissions, open Campus & product permissions to set each person’s campus, role, and products. A campus administrator manages records; church settings remain with church administrators and owners.
Start a draft
Open Policies in your organization and select New policy. New policies start as drafts. Give the policy a specific title so team members can distinguish it from other policies.
Add the wording and readers
Enter the policy in Description, choose an acknowledgment due date, and select the team members who need to read it. Assignments use team accounts, not People directory entries.
Save and review
Select Create policy and open the saved draft. Review the text and assignments. If file storage is configured, attach the document while the policy is still a draft. Use the acknowledgment guide before changing the status to published.
Create and assign a policy draft
Silent walkthrough with captions in English, Spanish, and Brazilian Portuguese. The example workspace is fictional.
Written walkthrough and transcript
- Start a draft
Open Policies in your organization and select New policy. New policies start as drafts. Give the policy a specific title so team members can distinguish it from other policies.
- Add the wording and readers
Enter the policy in Description, choose an acknowledgment due date, and select the team members who need to read it. Assignments use team accounts, not People directory entries.
- Save and review
Select Create policy and open the saved draft. Review the text and assignments. If file storage is configured, attach the document while the policy is still a draft. Use the acknowledgment guide before changing the status to published.
If something looks different
Missing actions usually depend on your role, the record’s visibility or status, or whether the product is enabled. Ask your organization administrator before creating duplicate records or changing access.