Policy

Policy decides, field by field, what people may put on their nametag. You set it once for the whole organization, and then, if you need to, more strictly for particular groups.

The fields

Policy covers five fields and where the tag sits:

• Logo
• Name
• Title (people see this as Role in the app)
• Company
• Department
• Placement: the corner of the video the tag sits in.

The rules

Each field gets one of three rules and, optionally, a Default value:

Rule	On the tag	In the app
editable	The person’s own value, or the default if they’ve left it empty.	They can change it.
locked	The default value. If there’s no default, the field is left off the tag.	They see it with a Locked badge and can’t change it.
hidden	Never shown.	It’s not sent to their app at all.

Inherit means this level says nothing about the field, so the rule comes from the level above. Its Default value box is greyed out.

A few things are worth knowing:

• Locking doesn’t erase anything. When you lock a field, what people typed is kept, just not shown. Unlock it and their own text comes back.
• Defaults fill gaps. On an editable field, the default only appears for people who’ve left the field empty. Use it to give everyone the company name without stopping anyone from correcting it.
• Nothing set means everything editable. Without any policy, every field is editable and tags sit bottom left.

Editing policy

1. Choose what you’re editing in Edit policy for: Whole organization, or a group.
2. For each field, pick a rule and fill in a default if you need one.
3. For Placement, pick a rule and a corner.
4. Watch the Preview as you go, then click Save policy.

For the organization, the Logo row also has an Upload… button (PNG, JPEG or WebP, up to 2 MB). An uploaded logo is saved straight away. Everything else on the page waits for Save policy. For a group, give the logo default as an image address instead.

Groups can only tighten

A group’s policy can make a field stricter than the organization’s, but never looser. The order is editable, then locked, then hidden.

• The organization leaves Title editable, and the Executives group locks it to a default: executives get the locked title.
• The organization locks Company, and a group sets it to editable: the group’s setting is ignored, and Company stays locked.

The console lets you save a looser rule on a group, but it has no effect. Check the Preview to see what really applies.

Defaults work the other way round: the most specific default wins. The organization can lock Department and let each group supply its own department as the default.

How it all combines

For any one person, Nametags works out their tag in this order, with each step able to add to or tighten the one before:

1. Everything editable, tag at bottom left.
2. Your organization’s policy.
3. Their group’s policy.
4. Any template running for the organization.
5. Any template running for their group.

People pick up policy changes the next time Nametags loads their nametag: when they open the app, sign in, or save a change to their own tag. Someone who keeps Nametags open for days sees the change once they quit and reopen it.