Policy Settings Reference
All policy-level configuration options
Complete reference for policy configuration options.
| Field | Type | Required | Description |
|---|
| Name | String | Yes | Policy display name (2-200 characters) |
| Description | String | No | Optional description of policy purpose |
| Company | Reference | Yes | Company this policy belongs to |
| Is Default | Boolean | No | Whether this is the company default policy |
| Is Active | Boolean | No | Whether the policy is active (default: true) |
| Value | Code | Description |
|---|
| Direct Booking | DIRECT_BOOKING | Users can complete bookings directly if compliant |
| Request Only | REQUEST_ONLY | All bookings require approval regardless of compliance |
| Hybrid | HYBRID | Direct booking if in-policy, request required if out-of-policy |
Default: HYBRID
| Value | Code | Description |
|---|
| Allow | ALLOW | No restriction, booking proceeds |
| Warn and Allow | WARN_AND_ALLOW | Warning shown, booking allowed after acknowledgment |
| Require Approval | REQUIRE_APPROVAL | Booking becomes a request requiring admin approval |
| Block | BLOCK | Booking is prevented entirely |
Default: REQUIRE_APPROVAL
| State | Description |
|---|
| Active | Policy can be assigned and is enforced |
| Inactive | Policy exists but is not used |
| Deleted | Soft-deleted, not visible but preserved |
| Constraint | Description |
|---|
| Single Default | Only one policy per company can be default |
| Default Required | Cannot delete company default policy |
| Assignment Dependencies | Cannot delete policy with active assignments |
| Field | Type | Description |
|---|
| Role | Reference | Company role (MEMBER, MANAGER, ADMIN, or custom) |
| Policy | Reference | Policy to assign |
| Field | Type | Description |
|---|
| User | Reference | User to assign policy to |
| Policy | Reference | Policy to assign |
| Effective From | Date | When assignment becomes active (optional) |
| Effective Until | Date | When assignment expires (optional) |
| Priority | Source | Description |
|---|
| 1 (Highest) | User Override | Policy assigned directly to user |
| 2 | Role Assignment | Policy assigned to user's role |
| 3 (Lowest) | Company Default | Company's default policy |
Time-bound user assignments only apply when current date is within effective range.
