How to Attach a Policy to a Client Type
Attaching a Policy to a Client Type
Go to System Configuration > Client Type. Select the Client Type the policy will be attached to, and click on the Policy tab. Click Insert.
- Click on the empty space under the Code column and select the desired policy from the drop down menu.
- Select the Date Range this policy will be applicable for. Priority would be used when there was more than one policy where dates overlap. Priority sets which policy takes precedent. (0 = first, 1 = second, 2 = third, etc..).
- Hit Post to save