How do I restrict a policy to certain users?

Overview

You may not always want every member of staff to see a particular policy. For example, some policies may only apply to teaching staff, specific departments, or leadership teams. You can control who has access by adjusting the workflow settings.

Restricting Policy Access

Navigate to the Policies screen
In the list of policies, click the Edit Pencil to edit the policy
Open the Workflow tab
Find the option: "Allow all staff to view this policy?"
De-select this option
A list of roles and departments will appear
Select the groups or departments that should have access to the policy

What Happens Next

Only the selected roles/departments will be able to view the policy.
Staff outside of these groups will not see the policy in their account.
If agreement is required (see Getting Staff to Agree to Changes), only the selected users will need to agree.

Best Practice

Use restrictions for policies that are relevant only to certain staff groups (e.g., teaching guidelines for teachers, or IT policies for IT staff)
Keep whole-school policies (e.g., safeguarding, health & safety) visible to all staff