How to manage policies – Host Building

Policies

Host can be configured to have each of the following four policies:

Terms & Conditions
Privacy Policy
Vendor Policy
Marketing Updates

App users are asked to agree to the above policies in the app on the following screens:

Registration screen
Vendor purchases
My profile

Each building can have multiple policies made available for their app users. If a policy is set against an individual building, this will show in preference to a client level version of the same policy. If you would like to set a policy that applies to all buildings under a client then please contact Host.

To customize the text that appears on the registration screen, contact Host. If you ask Host to customize the text on this screen then it will be applied to all of your buildings.

Spaces, events and vendors can each have their own policies set. Please see the relevant documentation for each feature to learn more about these.

Steps to add a new policy

From the left-hand side menu in building admin, select My Building> Building, in client admin select Building > List Buildings.
On the Building screen, navigate to the building you want to add a policy to and click Actions > Policy Management.
On the policy management modal, navigate to the right of the policy you want to add and click Actions > Add New.
Complete the New Policy form by either entering in the policy content or entering the URL where app users can view the policy. If you would like to rename the policy, then enter an alternative name for the policy. Finally, select whether acceptance of the policy is mandatory before using the app (this will not show for marketing policies). If a policy URL is entered, then app users will be navigated to this URL when they want to view the policy’s content.
Click Save.

Steps to edit a policy

From the left-hand side menu in building admin, select My Building> Building, in client admin select Building > List Buildings.
On the Building screen, navigate to the building you want to edit a policy and click Actions > Policy Management.
On the policy management modal, navigate to the right of the policy you want to edit and click Actions > Edit.
Make required edits in the Edit form. If you have ticked acceptance of this policy is mandatory, any changes made to the policy will result in all app users being asked to accept the updated policy when they next open the app (this will not show for marketing policies).
Click Save.

Steps to export reports of app users’ acceptance/rejection of policies

From the left-hand side menu in building admin, select My Building> Building, in client admin select Building > List Buildings.
On the Building screen, navigate to the building you want to run a policy report on and click Actions > Policy Management.
On the policy management modal, navigate to the right of the policy and click Actions >Export Accepted App Users or Export Accepted History.
The report will download automatically.
Click Close to exit.

Steps to delete a policy

From the left-hand side menu in building admin, select My Building> Building, in client admin select Building > List Buildings.
On the Building screen, navigate to the building you want to delete a policy report from and click Actions > Policy Management.
On the policy management modal, navigate to the right of the policy and click Actions >Delete.
Click Close to exit.