Using Policy Catalog

In the Motion Module, you can access all of the enabled policies for your instance through the Policy Catalog. To navigate to the policy catalog:

  1. After logging into, click on the Motion tab.
  2. Choose the appropriate designer for which your policies will be implemented, and click Review Policies. (E.g., Policies by Territory, Policies by Team, etc.)
  3. You are now at the Motion Module. You'll see any active/inactive policies in this home page, grouped by the type of policy.
  4. Click Add New Policy to access the Policy Catalog. You can now see all of the available policies that you can add to the Motion Module.
  5. Click Add Policy to start configuring the policy you'd like to add.