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How to Change your Policy

This article outlines how to change your policy.

 

Updating the Policy Linked to Your Backup

If your team changes—whether members are added, removed, or roles shift—you may need to update the policy associated with your backup. Updating a policy is easy and can be done directly from your dashboard.

How to Update Your Backup’s Policy

  1. Go to the Backups Page
    From the left-hand menu, select Backups.

  2. Choose the Backup
    Select the backup that you want to update. On the right side of the screen, you will see an option labeled Change Policy.

  3. Select a Policy Option
    After clicking Change Policy, you will see two options:

    • Create a Policy – Choose this if you need to set up a brand-new policy.

    • Change Policy – Select this if you already have another policy created and want to use it instead.

  4. Approval Required
    Once you select or create a new policy, all members included in the policy will need to approve the change. After all approvals are received, the new policy will be applied to the backup.