Limiting Access to Company Documents for Board Members

If your Board Members are set up as employees, with an org Unit of ie. Board, you can limit viewing access to Board specific documents by:

1. Compliance > Company Documents (or yours may be called P&P's)
   
   

2. Select your document

3. Update the Org Unit for visibility to 'Board' and untick the 'Global' checkbox
   
   

4. And then in My settings > Security > Policy Access tab
   
   

5. Click on edit permissions next to Policies & Procedures
   
   

6. Next to your Board User Group, change access to 'Own Unit'