Creating Security Policies and Practices in Admin Console

Adding Policies and Practices to the Trust Center

Objective

This SOP outlines the steps to add a policies and practices section to your trust center, ensuring it is visible on the customer-facing site.

Key Steps

Note: Post set up view:

Step 1: Go to Admin Console

• Navigate to Trust Center - Edit Content

Step 2: Locate the Policies and Practices Section

• Find the section labeled 'Policies and Practices' within the Trust Center -> Edit Content.

Step 4: Edit and Save Changes

• Enter Domains and Topics. Minimum 3 domains are required.

• Enter Domain 1 information and click Add Another.

• Double-check the information entered for accuracy.

• Click 'Submit' to apply the changes.

• Click Publish to ensure edits are published on your site. 

Step 5: Verify Visibility on Customer-Facing Site

• Navigate to the customer-facing site to ensure the new policies and practices are displayed correctly.

• Test the visibility by refreshing the page.

Cautionary Notes

• Ensure that all policies added are up-to-date.

Tips for Efficiency

• Regularly review and update the policies to keep the content relevant.

Link to Loom

https://loom.com/share/de408c6aa29243deba3466654a00a1a3