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The Policy Management page is where you will create new policies and manage your existing policies.

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Creating new policies

  1. Click the ‘New policy +’ button in the top right to bring up the policy editor
  2. You can then start creating a policy right there or use Label Library.

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Editing an existing policy

If you have an existing policy you’d like to edit, simply clicks its name and you’ll be brought into the editor.

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Additional page callouts

  • You can click the elipsis on the right hand side of your policies and delete them if they are no longer needed
If you delete a policy by accident don’t panic! Reach out to a Clavata team member through Slack or email and we can restore it for you.

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We’d Love to Hear From You

Whether you have a suggestion, feedback, or a bug to report, here are the best ways to get in touch:
  • In the App: Use the Feedback button for direct suggestions.
  • On Slack: Reach out to the team in your shared channel.
  • With your AM: Talk to your dedicated account manager.
  • Via Email: Send a message to [email protected].