HowTo: Add a New PDF Policy to the Power Platform

HowTo: Add a New PDF Policy to the Power Platform

This article provides steps on how to add a new governance policy into CyberHoot.

How to Add a Policy to a Group in CyberHoot

Option 1: Upload Your Own Policy

  1. Log in and go to the Dashboard.

  2. Click either:

    • The Policies box, or

    • The Policies tab in the top menu.

  3. Click Add Policy.

  4. Upload your PDF file.

  5. Fill out the required fields:

    • Policy name

    • Start date

    • Auto-renew date (optional, with a 60-day reminder)

    • Acceptance window

    • Reminders

    • Enable a quiz (optional)

  6. Choose the target group.

  7. Click Create.

Option 2: Use and Customize a Template from the Library

  1. Go to the Training Library.

  2. Find a policy you want to use.

  3. Click Download to get the policy in Microsoft Word format.

  4. Open the Word document you just downloaded.

  5. Customize the policy to match your organization’s needs.

  6. Save the file as a PDF (not as a Word doc).

  7. Return to Add Policy.

  8. Upload the customized PDF.

  9. Fill out all required settings (start date, acceptance window, auto-renew, etc.).

  10. Click Create.

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