Policy group edit in portal

Anthony Palermo

• March 31, 2025 13:45

Where is a Save button in the portal Policy Groups edit? Able to update in Admin tool, but should be able to in the portal. In the portal it allows editing of the filters, but without any save function and closing the window loses the edits. Only finding admin docs in Zendesk.

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• Official comment

  

  Najilah

  • March 31, 2025 14:31

  Hi Anthony,

  There is no "Save" button within the portal, as Policy Group edits can only be changed and subsequently saved, exclusively from the Admin Tool. Most, if not all calculations within Atlas, are configured in the Admin Tool.

  If you do not have access to the Admin Tool, please reach out to Support Team for additional assistance. Support@JohnGalt.com

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  Anthony Palermo

  • March 31, 2025 15:24

  It appears the solution in the portal is to click "Get Filter" after applying filters which returns to the Policy Group page then to Save. It is working following that process. 

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  Najilah

  • March 31, 2025 15:27

  Amazing! Let us know if we can help with anything else!

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