How can I set Policies?

Overview

Dashboard and API integration users can enable this feature through the dashboard settings.

1. Admins can log into the dashboard
2. Navigate to the Automation tab on the left hand side
3. Click on the Policies tab 
4. Enable the default policy to opt-in to this feature OR select 'Add Policy' to customize your own 

Only Admin dashboard users have permission to opt in and enable this feature.

Other user roles and permissions will be able to see the Policies decisions, but do not have permission to edit the rulesets or turn them on/off.

Which Policies should I set?

Each Middesk account will be pre-set with a default policy, although it is important to note that this setting will not be automatically enabled. When the default policy is enabled, a business will be ‘auto-approved’ if the business’ tasks satisfy all of the below criteria. If the business' tasks do not satisfy the criteria, the status will be set to 'Needs Review'.

• Business name - “Verified” or “Similar Match”
• Office Address - “Verified” or “Approximate Match” or “Similar Match”
• Watchlist - “No hits”
• TIN Match - “Found”

Alternatively, there is also the ability to configure multiple custom policies from any business attributes to match your compliance requirements.