Admin Managers' Guide: Uploading & Tracking Company Policies

This guide walks you through uploading, tracking, and sharing policies with your team.

Uploading a Company Policy

Navigate to the Policies section.
Select the Company Policies tab.
Click Add Policy (top-right corner).
Enter a Name for your policy.

Use clear titles like “Data Privacy Policy 2026” so learners can identify them easily.

Click Choose File to upload your PDF document.
Click Save.
To delete a policy: Click the bin icon next to the policy name.

Tracking Policy Acknowledgements

Once a policy is live, you can monitor completion rates in real-time:

Go to the Company Policies tab.
Click on the Policy Name to view the list of learners and their acknowledgement status.
Click Back to return to the main list.

Learner Note: To complete this task, learners must click the policy to open and read it. Once finished, they should close the PDF tab and click the Acknowledge Policy button on the policy template to confirm.

Policy Notifications

Note: Automatic learner email notifications are currently on our roadmap.

As the platform does not yet send automatic alerts, we recommend manually notifying your team outside via email or internal communications (e.g., Slack or Teams) once a document is uploaded.

Call to Action: Direct learners to log in and visit their Policies section to review the document by your specified deadline.

❓ FAQ & Troubleshooting

Question	Answer
Can I assign policies by department?	Not yet. Currently, once a policy is uploaded, it is available to all learners on the platform.
Can I export a policy user list	Not yet. We are currently working on this feature, stay tuned!
How do I see who hasn’t acknowledged the policy?	Click on the policy under Company Policies. You can filter the list by User Name or by Accepted (Yes/No).

✅ Next Steps:

[ ] Upload your current PDF policies.
[ ] Send a manual internal announcement to your team.(see template below).
[ ] Monitor the Company Policies tab for 100% compliance.

💬 Internal Messaging Template

📢 Action Required: New Company Policy

Hi Team, a new policy has been uploaded to the platform: [Insert Policy Name].

Please log in to the portal and go to your Policies section to review and acknowledge this by [Insert Date].

🔗 Log in here: https://app.goldphish.com

Staying compliant helps keep us all protected. Thanks for your help with this! ✅

Need help? Just pop us a message via the chatbot or email support.