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Introduction

The Company Policies feature allows you to create a pop-up message, in our Autotask Insight/ConnectWise Pod/HaloPSA custom tab that can be customized per-Company. Those messages could be related to end-user verification for that Company, or they could be a more generalized message that you wish to show your technicians. This KB article will walk you through how to setup a default Company Policy, as well as how to apply company-specific Policies.

Prerequisities

  1. You have Admin-level access to MSP Process

Configuring a Default Company Policy

  1. Login to MSP Process (https://app.mspprocess.com) as an Admin-level user
  2. Navigate to the Identity Management -> Verification -> Policies page
  3. The top section of the page allows you to configure a default Company Policy:
  4. Whether or not to have a default Company Policy
  5. What text should be displayed
  6. Whether the Company Policy should be made visible when your technicians open the MSP Process pod/insight within a ticket
  1. Once you’ve configured things to meet your business needs, click the Save default policy button

Configuring Company-Specific Policies

The bottom section of the Policies page allows you to configure Company-specific Policies. When configured, a Company-specific Policy will be displayed instead of the default Company Policy. Creating a new Company-specific Policy is easy. Click the Add company button: In the pop-up window that appears, configure the policy to meet your needs, and then click the Submit button to save your changes:

Uploading Company Policies via CSV

If you maintain a list of Companies - outside of MSP Process - who should or should not have a Policy applied, you can upload that CSV by clicking the Upload CSV button. Once you’ve configured those settings, click the Upload policies button to upload the list of Companies to the Policies page.

A Technician’s Perspective: What do they see?

When a technician is in your PSA, and they open a ticket, the MSP Process Pod/Insight will display the Policy text that you’ve defined for the specified company: Technicians must click the Close button to dismiss the Policy and start using the features within the MSP Process Pod/Insight.