Administer Policy Data

Depending on their admin level, policy administrators can administer certain policy data:

• Agency group administrators can create and manage policy data for any agency in their agency group. Agency group administrators must instead access the the Administer Agency Policy Data screen to select the agency for which to manage policy data.
• Agency policy administrators can create and manage other agency policy administrators as well as account policy administrators within the same agency hierarchy. Agency policy administrators can administer policy data only for their associated agency hierarchy.
• Account policy administrators can create and manage other account policy administrators within the same account hierarchy. Account policy administrators have permission to administer policy data only for their associated account hierarchy.

Within these hierarchies, policy administrators can edit, copy, or delete policy groups.

To administer policy data, on the Manage Agencies tab, click the Administer Policy Data option on the left, select an agency from the dropdown list, and click the Submit button.

 

The Policy Groups screen appears, allowing you to administer policy data for the agency selected.

 

This screen lists the policy groups associated with that agency, providing the Policy Group name, Policies (all policies attached to that policy group), the Account/Traveler Group, the Start Date and End Date, and Actions (the Edit, Copy, and Delete buttons).