Assigning a Compliance Policy
Learn how to effectively implement and manage a compliance policy to enhance organizational integrity.
Written by Bradley Riley
Updated at August 6th, 2026
Table of Contents
The ability to create and assign compliance policies in BrainStation allows organizations to track and report compliance-related activities like annual training requirements.
Please Note:
Only Users with Team Leader, Team Assistant, or Reseller Access can assign compliance policies within a Team.
Assigning to a User:
- Access the Team Dashboard.
- Open the Compliance tab.
- Find a policy and select Assign.
- Choose Users to assign the policy to.
Please Note:
If desired, you can choose a Due Date on this screen. If no Due Date is chosen, the Default Due Date rule determined in the Policy Details will be used.
- If you would like to reset User progress, check the Reset Progress box.
- Enter a Cutoff Date to archive past progress.
Please Note:
For example, a manager may not want to include course progress or completions from previous years, but may want to include recent progress within the last 1-3 months so Users don't feel their recent efforts were in vain.
- When ready, select Assign Selected Users.
- If the box is checked, assigned Users will receive an email notification of their new policy assignment.
Please Note:
Users will also receive notifications about upcoming Due Dates which will arrive 7 days before and 3 days before the actual Due Date. If the policy is still not completed on the Due Date, an overdue reminder will be sent one day after the Due Date.
- On the renewal date, the User will receive an email notification that the policy has been reassigned to them.
Please Note:
On the renewal date, all previous activity related to the policy will be archived and the User can begin again.
- Users with Team Leader or Team Assistant Access will receive an email notification when renewal emails are sent to Users.
Assigning to a Subteam:
- Enter the Team Dashboard.
- Click on the Manage Teams tab.
- Select Manage Subteams from the drop-down list.
- Find the Subteam you would like to assign a policy to and select Assign Compliance.
- Select one or more policies from the list.
Please Note:
If desired, you can choose a Due Date on this screen. If no Due Date is chosen, the Default Due Date rule determined in the Policy Details will be used.
- If you would like to reset User progress, check the Reset Progress box.
- Enter a Cutoff Date to archive past progress.
Please Note:
For example, a manager may not want to include course progress or completions from previous years, but may want to include recent progress within the last 1-3 months so Users don't feel their recent efforts were in vain.
- When ready, click Assign Selected Policies.
- Assigned Users will receive an email notification of their new policy assignment.
Please Note:
Users will also receive notifications about upcoming Due Dates which will arrive 7 days before and 3 days before the actual Due Date. If the policy is still not completed on the Due Date, an overdue reminder will be sent one day after the Due Date.
- On the renewal date, the User will receive an email notification that the policy has been reassigned to them.
Please Note:
On the renewal date, all previous activity related to the policy will be archived and the User can begin again.
- Users with Team Leader or Team Assistant Access will receive an email notification when renewal emails are sent to Users.
Removing an Assignment:
- To remove a policy assignment for a User, click Edit Assignment for that policy.
- Choose one or more Users and select Delete Assignment.
Please Note:
A policy can be removed for individual Users by selecting Delete from the Action column.
Editing an Assignment:
- To edit an assigned Due Date for a User, click Edit Assignment for that policy.
- Choose one or more Users and enter the revised Due Date.
- Click Change Due Date.
