Creating/Modifying Policy Folders
1. Using the Go to box, enter policy folders. The Policy Folders page appears.
2. Do one of the following:
To create a policy folder: Click the New button ().
To modify a policy folder: Click the Edit button () for the policy folder.
The Policy Folder page appears.
3. Enter a folder name and description and check Run As AutoPilot as necessary. [view field definitions]
4. On the User Permissions tab, assign user permissions to the policy folder as necessary. Click here for more information.
5. On the Data Set tab, assign segments to the policy folder as necessary. Click here for more information.
6. Click .
7. Click the Return to Previous Page button () to return to the Policy Folders page.
Was this helpful?