Who is this article for?

Site administrators or compliance managers who need to configure policies that apply to all sites and also to specific sites.

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

Summary: This article explains how to upload both a global policy (shown at all sites) and a site-specific policy (shown only at one site) in the TIKS Assure Visitor Management Portal. These policies are presented to users during sign-in.

Steps

Step 1: Upload a global policy

From the dashboard, select the Policies tile.

1. Go to Policies for all sites.
   • Type the title of the global policy.
2. Click Choose file to select the PDF document.
3. Click Upload.

The global policy will now appear in the list and be shown to users during sign-in at every site.

Step 2: Upload a site-specific policy

1.  From the dashboard, go to Policies for [SiteName].
   • Type the title of the site-specific policy.
2. Click Choose file to select the PDF document.
3. Click Upload.
   

The site-specific policy will now appear in the list and be shown to users during sign-in at that site only.

Tips

• Use clear and distinct titles to differentiate global and site-specific policies.
• Ensure all policy files are in PDF format and under any applicable size limits.
• Test the sign-in flow at multiple sites to confirm both policies appear as expected.

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