Creating IT policies in Deel IT

IT Policies help organizations manage how devices and accessories are requested and approved by workers. By defining clear defaults and rules for each team or location, you can streamline procurement, ensure policy compliance, and automate approvals based on budget or device type.

This guide explains how to create and manage IT Policies in Deel IT, including assigning users, defining catalog availability, setting default billing terms, and configuring allowance approvals.

In this article

• Before you begin
• Step 1: Access and Create IT Policies
• Step 2: Assign Workers to a Policy
• Step 3: Define the Available Product Catalog
• Step 4: Configure Allowance & Approvals
• Step 5: Set Default Procurement Settings
• Frequently Asked Questions

Before you begin

To configure IT Policies, you’ll need a user with an organization admin role on Deel.

Step 1. Access IT Policies

1. On Deel, go to Organization settings > Deel IT Settings.
   
2. Open the Policies tab.

All organizations start with one Default policy. All your workers are initially assigned to this policy. Custom policies can be added for different roles, departments, or countries that e.g. have different requirements for equipment.

3. Create a custom policy by clicking Create Policy button, give it a name (e.g. name of the department - Engineering, Sales, etc). You can also import all products from an existing policy.

Step 2. Assign Workers to a Policy

1. Click Assign workers in policy you want to edit - Default or custom.
2. Select a worker and click Assign.
3. To see all assigned workers, click Settings and go to Workers tab.

You can:

• View all assigned workers
• Search by name and filter by country
• Reassign individuals to another policy
• View approved equipment for a specific worker based on the country of residence 

Step 3. Define the Available Product Catalog

1. Open the Products tab in the policy settings
2. Review the catalog of approved devices and accessories
3. Use filters to narrow down by:
   
   • Delivery country (and respective availability/multiplier)
   • Device type
     
   • Accessory type
     
   • Approval status
     
4. Toggle on/off to approve or restrict items available to users under this policy. 

Only approved devices will be visible to end users when placing an order or request.

Step 4. Configure Allowance & Approvals

1. Open the Allowance & Approvals tab.
2. Set:
   
   • Spending limits per user or order
   • Approval workflows (auto-approval vs manager review)

You can define thresholds for when to trigger approval or allow instant ordering.

Step 5. Set Default Procurement Settings

1. Go to the Settings tab inside the policy.
2. Here, you can allow your workers to access catalogs of approved products and place requests.
3. Under Device acquisition and add-ons, set the default values that will apply to all orders placed by users in this policy:

Support add-ons are priced per device and shown as “starting from” - final cost depends on the selected device and duration.

4. Under Other Settings, you can import approved products from another policy (this will override the current catalog), or delete the policy entirely, but only after reassigning all workers, as this action cannot be undone.

Frequently Asked Questions

[ACCORDION] Can I have multiple IT policies?

Yes. You can create multiple policies based on department, region, or other org structures.

[ACCORDION] What happens if a worker isn’t assigned to a custom policy?

They will follow the Default Policy.

[ACCORDION] How does this relate to billing terms?

The Settings tab in each policy defines default rental terms and billing preferences. Learn more in: Device Acquisition Options & Add-ons.