Who is this article for?

Site administrators or compliance managers who need to apply a single policy across all sites and user types.

Admin access to the dashboard and policy upload permissions are required.

Summary: This article explains how to upload a global policy document in the TIKS Assure Visitor Management Portal. Once uploaded, the policy will be shown to all users during sign-in at every site.

Steps

Step 1: Access the global policy settings
From the dashboard, click Policies for all sites.

Step 2: Add the policy title
Type the title of the policy in the provided field.

Step 3: Upload the policy file
Click Choose file to select the PDF document you want users to read and acknowledge.

Step 4: Confirm upload
Click Upload to add the policy to the system.

Once uploaded, the policy will appear in the list below and will be presented to all users during sign-in at any site.

Tips

• Ensure the policy file is in PDF format and clearly labeled.
• Use concise titles that reflect the policy’s purpose (e.g., “Site Safety Guidelines”).
• Test the sign-in flow to confirm the policy appears as expected.

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