Recommendation Policies

To set up recommendation policies in Backpack:

1. Click the Settings & Tools gear icon in the top menu.

2. Select Recommendation Policies in the dropdown menu.

3. If you haven't already, click Terms & Conditions In the blue bar along the top of the window to accept them.

4. By default, policies will be set for all accounts in your portfolio. (Optional) To set up policies for specific groups of accounts, click the dropdown next to Set Policies For. Choose the account group you want and any applicable filters.

5. For each recommendation policy, decide on an action:

   • Accept: Apply the recommendation in Backpack and dismiss it at the partner.

   • Mitigate: Record the recommendation, incorporate it into existing Backpack recommendations and notifications, and dismiss it at the partner.

   • Dismiss: Dismiss the recommendation at the partner.

   • Do Nothing: Take no action.

Note: You can use the toggle at the top of the list of recommendation policies to filter between "Applicable," "Not Set," and "All" to view specific policies.

6. Click Save.