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Global Settings

To change general settings that affect all users,

  1. Click PREFERENCES.
  2. Click System / IT Settings, and then click Login Settings.
  3. Click the Global Settings tab, if it's not already selected. The screenshot below shows the default global settings.
  1. In the Logout/Lockout area, do any of the following:

Important: If a legitimate user is locked out by using the correct user name but an incorrect password, you can clear the lockout in User Manager. See Clearing a User Lockout for details.

  1. In the Allowed IP Range area, you can type an IP range or ranges to restrict access to PolicyTech and to the Public Viewer (see Purchase an Advanced Feature Module for a description of this optional, separately purchased module). Then, only users whose computer IP addresses fall within the specified range can successfully log in to PolicyTech or access a document in the Public Viewer.

Use the following format:

x.x.x.x-x.x.x.x

To include multiple ranges, separate each range with a comma.

Note: You can also use the IPv6 format to designate ranges.

  1. In the Login Screen Message area, type and format the message users will see each time they log in.
  2. Click Save.