Articles on: Case Management

How to associate a policy to your whistleblowing settings



Because your Privacy Policy or another legal document may outline terms or instructions related to submitting a whistleblowing case, you may wish to link the respective policy to your whistleblowing settings so that your website visitors can quickly and easily navigate right to the document.


Associating a policy is an easy 3-step process:



1. Sign in to your Clym Control Center account


You should have received a magic link in your initial onboarding email. Please click  Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner.


Clym sign in page


2. Access the Manage tab


From the left side menu, select Manage. Expand the Transparency & Accountability section and select Whistleblowing. In order to make edits to Clym's default whistleblowing settings, Overwrite default settings must be toggled on. In order to associate a policy with your whistleblowing settings, please enable Overwrite default settings. Toggle to the Related policies section.


Related policies tab





Click +Add policy.


Add policy button


In the window that opens, select the policy document that you would like to associate with your whistleblowing section. Click Save.


Add policy preview


If you encounter any challenges, please reach out to us at support@clym.io.

Updated on: 06/02/2026

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