Folders in Policy Library

🗂️ Key Features

• Create folders directly within the Policy Library

• Restrict folder visibility by job role or make folders visible to everyone

• Drag-and-drop policies into folders to update visibility in one step

• Folders inherit permissions—policies inside take on the folder's visibility settings

• Support for legacy workflows—folder use is optional, and policy-level permissions still work if folders aren't used

👥 What Staff Will See (Coming Soon)

Folders will soon appear in the staff portal, displaying only the folders relevant to their job role. This ensures staff no longer see an entire organisation’s policies, but just what applies to them.

📝 Note

This update is live now for managers.
Staff-facing functionality will follow in the coming month. Until then, managers can begin preparing their libraries for a smoother staff experience.

💡 Tips

• Use role-specific names like “Nursing,” “Admin,” or “Clinical Safety”

• Move policies into folders now to set visibility ahead of the staff rollout

• Continue using policy-level permissions if folders don’t suit your setup