> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Company Policies

> IntroductionThe Company Policies feature allows you to create a pop-up message, in our Autotask Insight/ConnectWise Pod/HaloPSA custom tab that can be…

## **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](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

![](https://mintcdn.com/triggr/qgn0c5cLkGKqcauq/images/msp-process-kb/925f5327d761.webp?fit=max\&auto=format\&n=qgn0c5cLkGKqcauq\&q=85\&s=eba31c486fe84335d3c604882142f09b)

4. 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:

![](https://mintcdn.com/triggr/o9r5jEtjdR2oUtiW/images/msp-process-kb/cc664ce8054b.webp?fit=max\&auto=format\&n=o9r5jEtjdR2oUtiW\&q=85\&s=1d23268c5526ad259b96651068ba70f8)

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.

![](https://mintcdn.com/triggr/dXDzJtUmPBaHtkPV/images/msp-process-kb/f5518537fd95.webp?fit=max\&auto=format\&n=dXDzJtUmPBaHtkPV\&q=85\&s=15928ad705ce781fa4ef76b32c44bd17)

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:

![](https://mintcdn.com/triggr/-njaXAnAb5AWpJCy/images/msp-process-kb/4618cb0cff5e.webp?fit=max\&auto=format\&n=-njaXAnAb5AWpJCy\&q=85\&s=01b860b81528fbf41e2cd0b90a36b254)

Technicians must click the **Close** button to dismiss the Policy and start using the features within the MSP Process Pod/Insight.


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