With policies you control how your company buys through 1-CP: with Limit Policies for spending rules and Terms & Conditions for your own terms. You find both in the Corporate portal, see The Corporate portal at a glance.
Limit Policies
Limit Policies let you define rules for how employees can spend through 1-CP. The overview is organized into the tabs Policies, Preview and Simulation. You can filter your list of policies by enforcement, type and Business Unit.
Limit Policies are currently in beta. The feature set may still change.
Creating a new policy
Use Create to add a new policy. You give it a name, choose the Business Unit, a priority and optionally a description. Then you define the rule itself:
Policy Type: A Spend Limit is a limit per checkout or transaction. A Budget Limit is a budget that can be assigned, e.g. to a group, a Company, individual users or projects.
Enforcement Mode: In Hard Mode (Block Checkout), a transaction that exceeds the limit is blocked and the checkout cannot be completed. In Soft Mode (Allow with Warning), the transaction is allowed but flagged with a warning. This way you can observe first without blocking purchases.
Amount and period: You set the maximum amount including the currency and the period: per transaction, daily, weekly, monthly, quarterly or yearly.
Assignment: By default the policy applies globally to your entire company. Use Add Assignment to assign it specifically, e.g. to a group. How to create groups is described in Users, groups and permissions.
Terms & Conditions
Under Terms & Conditions you store your company's own terms. Each version is assigned to a Business Unit. Use Create New Term to create new terms.
If you have questions about setting up your policies, contact 1-CP Support.