What is the context?
Security Policies govern different aspects of data security in Meddbase. Each policy type (or certificate) governs a set of user permissions.
These permissions determine if or how users will be able to interact with data protected by a given policy or certificate, e.g. Company record protected by a Company Policy; Patient record protected by a Patient Policy.
What is the purpose of the article?
The purpose of this article is to explain how to rename Security Policy Certificates.
Renaming Security Certificates
In order to rename a certificate, go to the ‘Security Policy’ page (Start Page > Admin > Security Policy) and find the certificate you are looking to rename, click on it to bring up the policy details.
In the top centre of your page, you will find a text box labelled ‘Policy’, change the name of your certificate here. Any changes will be saved automatically.
Review date
This article was last updated on 28th January 2025.