Add and manage policy groups

Add and manage policy groups

Policy Groups in WarrantyHub serve as handy organizational units for managing policies efficiently. Employees with permission can add, edit, and disable Policy Groups.
Permission Required: Users with the Settings permission can access this feature.

Add a policy group

  1. Go to Settings.
  2. Select Policies.
  3. In the Groups column, click + Add.
  4. Enter in group details:
    1. + Add Picture
    2. Group Name *
    3. Enabled -checkbox setting is used to activate the Policy Group, allowing it to be viewed and accessible.
    4. Choose Property Type During Checkout
    5. Note: Contract #, Terms #, Claims #, Job # formats should not be filled out unless you contact support.
  5. Save changes.

Edit a policy group

Modifying any policy will have an immediate effect and will impact all contracts that reference the altered policy. It is advisable to duplicate the policy and make updates if newer contracts require a different policy.
  1. Go to Settings.
  2. Select Policies.
  3. In the Groups column, locate the policy group to edit and click the edit pencil icon.
  4. Make your Policy Group updates.
  5. Save.

Disable a policy group

  1. Go to Settings.
  2. Select Policies.
  3. In the Groups column, locate the policy group to edit and click the edit pencil icon.
  4. Uncheck the box labeled Enabled and Save.
  5. Note: You can access disabled policies by toggling the switch next to View Disabled.

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