Who is this article for?

Site administrators or compliance managers who need to apply a policy to users at a specific site only.

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

Summary: This article explains how to upload a site-specific policy document in the TIKS Assure Visitor Management Portal. Once uploaded, the policy will be shown only to users signing in at the selected site.

Steps

Step 1: Access site-specific policy settings
From the dashboard, go to Policies for [SiteName].

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 selected site.

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

Tips

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

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