Apply enterprise policy templates

Create a versioned content-retention or custom-role policy, then apply a specific version to organizations that delegated that policy kind.

Create a template#

1. Open Enterprises from your account menu and select the enterprise.
2. Open Policy templates and select Create template.
3. Enter a Template name and choose Content retention or Custom role.
4. Set the retention days, or enter a Role name and select its capabilities.
5. Select Create template.

You must administer the enterprise. A template alone changes no organization. Retention zero clears eligible content after its review or answer finishes; webhook payloads stay at least one day.

Apply a version#

Open the template and find Apply to organizations. Choose the Version, select the organizations, and select Apply version with the displayed version number.

An organization that did not delegate that policy kind cannot be selected. Each organization applies the version independently and records the change in its own audit trail. Read every application outcome: one organization's success does not establish success for another.

Applying a custom-role template creates or revises the role. It does not assign people to it. Manage grants inside the organization through Roles.

Change the policy#

Under New version, expand Add a version, edit the policy, and select Save version. Existing versions cannot be edited. Organizations keep their current settings until you apply the new version.

Use Versions to inspect earlier policies. If another administrator added a version first, Reload template loads it and discards your draft.