Copy, export, and import self-service policies
Duplicate existing self-service policies or import policies from other Strivacity instances.
Copy a self-service policy
Copy self-service policy
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Click on the copy icon of a self-service policy. 
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Strivacity will create an identical copy of the policy, appending its name with 'copy' at the end. 
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You can make changes to the copied policy before saving. 
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Once you've made the necessary changes, click Save. 
Your copy will be added to the self-service policy list.
Export a self-service policy
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Select a self-service policy. 
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Click on the overflow menu appearing on the right. 
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Click on 'Export selected'. 
Self-service policy selected for export
A dialogue will open asking you to confirm your action.
- Click 'Export' to continue.
The Admin Console will prepare a JSON file to download.
- Save your JSON file to your folder of choice.
Import a self-service policy
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Click on the downward pointing arrow at '+ Create self-service policy'. 
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Select 'Import from JSON file'. 
Self-service policy import option
Only JSON files of the same policy type, exported from a Strivacity instance can be imported successfully.
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Your file manager will open. Select a previously exported self-service policy file. 
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You can confirm importing with 'Done' when the process finishes. 
Importing may take a couple of seconds.

Import self-service policy success
The imported policy will be added to the notification policy list.
Updated over 1 year ago
