The Save and exit feature allows you to save a policy alteration in a pending state and return to it later to complete or cancel it. This feature automatically applies to all clients using policy-level alterations.
| Note: The ability to process saved alterations is role-dependent. You will need specific alteration functionality permissions enabled on your role to use this feature. Contact your administrator if you do not have access. |
To initiate a pending policy alteration
- Log into your Root dashboard.
- Click on the Policies icon in the blue navigation bar on the left side of your screen.
- Search for and click on the relevant policy.
- Click on the Actions menu and select the Alteration you want to process. In this example, it's Hook 1.
- Process the alteration, but instead of confirming the alteration, click Save and exit.
- Click Save and exit on the popup to confirm your choice.
- Now you will see this pending alteration in the Alterations section of the policy.
To confirm a pending alteration
- Log into your Root dashboard.
- Click on the Policies icon in the blue navigation bar on the left side of your screen.
- Search for and click on the relevant policy.
- Click on Alterations in the left panel.
- Click on the pending alteration to open it.
- Review or edit the alteration as needed.
- Select Confirm to apply the alteration.
To cancel a pending alteration
- Log into your Root dashboard.
- Click on the Policies icon in the blue navigation bar on the left side of your screen.
- Search for and click on the relevant policy.
- Click on Alterations in the left panel.
- Click on Cancel button in the Action column.
- And confirm by clicking Cancel alteration.
Permissions
Processing pending alterations requires specific permissions to be enabled on your role. To check or update permissions:
- Click on the Organisation tab in the bottom left corner of your dashboard.
- From the grey menu, select Roles.
- Click on the relevant role and select Edit Role.
- In the Permissions tab, ensure the relevant alteration functionality permissions are enabled.
- Click Save to confirm your changes.
Still have questions? Submit a request to the support team.