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Custom Terms & Conditions
Custom Terms & Conditions
Stephen Krzeminski avatar
Written by Stephen Krzeminski
Updated over a year ago

If you require users to accept a Terms & Conditions message (or any other binding agreement) prior to accessing the platform, you can utilize the Custom Terms feature highlighted below.

On the next page, click on the Create New Custom Term button to begin.

In the panel that pops up, enter the title for the message, as well as the message itself.

Published will make the message show up if enabled and will hide the message if disabled. For auditing purposes, terms cannot be deleted, only unpublished.

Position allows you to change the order in which the message appears if there are multiple that need to be displayed.

If Single Acknowledgement is enabled, users will only be required to accept the terms once. If any changes are made, they will be required to accept the terms again. If disabled, users will need to accept the terms every time they attempt to log in.

Format lets you choose between plain text, HTML, and markdown formatting options.

Confirmation Text determines the text shown on the acceptance button.

Once terms have been published, you can click Download CSV to see the users that accepted the terms, as well as when they accepted it. The SHA256 hash is also included in the report and acts as a fingerprint, allowing you to verify the text that the user accepted for auditing and compliance reason.

Clicking on Download CSV on the previous page will download a report showing an overview of the terms, showing the title, whether they're published, last updated dates, and the current position.

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