End-User Agreements
End-User Agreements is a feature designed to help you manage and track legal agreements or terms of service that users must accept before accessing the platform. This feature ensures compliance and provides a transparent method for maintaining records of user consent. Once implemented, users will be prompted to review and accept these agreements during their initial login or whenever new agreements are introduced.
Creating Agreements
To create a new agreement, navigate to the Run module, access the Signup Page, and select the Agreements tab. Click the "New Agreements" button in the top right corner. Here, you can define a name, provide the URL for the agreement, and customize the checkbox label.
- Name: Enter a descriptive name for the agreement.
- Document Link: Provide the URL where the full agreement text is hosted.
- Checkbox Label: Customize the text that appears next to the acceptance checkbox.
Accepting Agreements
End-users will encounter the agreement acceptance process in two scenarios:
- During their first login to the platform.
- When new agreements are added to the system.
The agreement modal will display the terms that require acceptance. Users must check the customized checkbox to indicate their acceptance before they can proceed. If they do not accept, they will be logged out.
Updating Agreements
You can edit existing agreements to modify the name and checkbox label; however, the document link cannot be changed. If you need to update the agreement text, you must create a new agreement with the revised terms. The system will automatically prompt existing users to accept the new agreement upon their next login.
To disable an agreement, simply toggle off the 'Enable Agreement' option. This will prevent the agreement from appearing for end users.
Please note that previous agreements cannot be deleted, as they remain in the system for record-keeping purposes.
Monitoring Agreements
There are two ways to monitor agreement acceptance:
Global agreement overview
Navigate to the Agreements tab (Run module> Signup Page). Here, you can view which agreements are active and their creation dates.
Individual user agreement status
Navigate to the Users module, select a user, then go to the Agreements tab to view information about all accepted agreements. Here, you can see: Agreement name; IP address; User Agent and Acceptance timestamp.
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