How to publish the agreement your users must accept, and the consent they can opt into
Two separate things sit on the EULA & Data Consents page, and it is worth being clear which one you are editing before you start.
| Section | What it is |
|---|---|
| Enabled EULA Agreement | Your End User Licence Agreement, also known as your terms and conditions. Users must accept it to reach the system, so it is not optional for them. |
| Enabled Data Consents | A separate consent your users can accept or decline. Accepting it is optional, so declining does not stop them using the portal. |
Both work the same way. You add a version, and the one marked Active is the version your users see. Earlier versions stay on the page rather than being overwritten, so you keep a record of what was in force and when.
Please note
You need the appropriate permissions to reach Portal Settings.
Finding the settings
Select the settings icon at the top right of the portal, beside the help icon.
That opens Portal Settings. In the menu on the left, under Portal Settings, select EULA & Data Consents. The page opens with the EULA section at the top and data consents below it.
Adding a EULA
Under Enabled EULA Agreement, select Add Agreement.
Write or paste your agreement into the Agreement text editor. The toolbar gives you bold, italic, underline, numbered and bulleted lists, links, and a control to strip formatting, which is worth using on text pasted in from Word. Show Preview lets you check it before you commit to it.
You can also attach a PDF. Select Upload PDF and choose the file, or drag it onto the area below the button. The attachment is optional and sits alongside the text rather than replacing it, so the text is still what your users read.
Adding a data consent
Under Enabled Data Consents, select Add Consent.
The window works exactly as the agreement one does: your wording goes in the Consent text editor, and a PDF can be attached if you have one.
Keeping track of versions
Each section lists its versions under Current and Previous Versions, so you can see what came before as well as what is in force now.
| Column | What it shows |
|---|---|
| Version No. | The number given to each version you add. |
| Published Date | When the version was added. |
| Activated Date | When it became the version shown to users. A version added but not yet activated has nothing here. |
| Status | Whether this is the Active version. Only one version is active at a time. |
| Action | The controls available for that version. |
Both tables can be sorted by version number, published date and activated date, which helps once you have a few years of wording behind you.