Creating a Terms Document

How to construct a new Terms & Conditions document

Although any operator can view the terms and conditions documents, only high-level administrators may create and revise such documents.

Go to Management | Terms & Conditions to view the current documents

From here click Create to start a new Terms Document

Here you create a new Terms document. Note that at this point you are not editing the content itself. You need to Name the Terms document (so you can identify it later, this won't be visible to the users) and select its Type.

The Type of document determines where the user must agree to the terms.

General Terms and Conditions must be agreed to at login.

Assignments

Next you need to Assign the document to some entities. The assignment determines which users will need to agree to the terms. Each assignment can be Opt In or Opt Out. Opt In means every users associated with that entity is included. If any entity is set to Opt Out then every user in that entity is excluded from the document.

As an example, you might Opt In an Associate but Opt Out each of their resellers. This means that the resellers can have their own terms documents and users won't have to agree to both.

Typically you will Opt In each Associate covered by the terms and by default your own Association will be set to Opt In.

When you Save the Terms they will appear in your Terms table.

Here you can click Revise to create the first version of the document

The Description is used to identify each revision internally. The Text to Display is presented to the users. You can enter a different translation for each language the system supports.

Note that the document is formatted with Markdown

When you save a Revision, the Terms document will be updated and every user assigned to the terms will have to read and confirm the new version of the document.

Testing

You may want to verify that your document looks right and is applied in the correct place. To do this, simply start by assigning the Terms only to your own organization. Then try logging out and back in to ensure the appearance is as expected.