Terms & Conditions
Overview
Section titled “Overview”The Terms & Conditions page allows Tenant Admins to define and manage the legal terms that users must accept before accessing the portal. Admins can publish new versions of the terms, and the system tracks which users have accepted the current version.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | No access |
Visibility Conditions
Section titled “Visibility Conditions”Hidden for System Admins. Only available in standard (non-system) tenants.
Key Features
Section titled “Key Features”- Terms Content Editor — Write or paste the full terms and conditions text using a rich text editor with formatting support.
- Version Management — Publish new versions of the terms; users are prompted to re-accept when a new version is released.
- Acceptance Tracking — View a log of which users have accepted the current version and when.
- Enforcement Toggle — Enable or disable the requirement for users to accept terms before accessing the portal.
- Effective Date — Set the date from which the current version of the terms becomes effective.
:::tip TODO
- Add screenshots of the terms editor and the user acceptance prompt.
- Document what happens to users who have not yet accepted a new version.
- Provide guidance on formatting and structuring legal text in the editor. :::