Terms & Conditions

Path: Admin Dashboard → Terms & Conditions (document icon in sidebar)

The Terms & Conditions feature forces users to accept your organisation's terms before accessing the portal. Users see the acceptance screen once; once they accept, it is recorded and they are not prompted again.

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Enabling Terms & Conditions

1. Toggle Require Terms Acceptance to on.

2. Users who have not accepted the terms will see the acceptance screen the next time they visit the portal.

3. Users who have already accepted are not prompted again.

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Writing Terms Content

1

Click inside the editor

Click inside the editor area.

2

Write or paste your terms

Write or paste your terms content. You can use formatting (headings, bold, bullet lists, links).

3

Save

Click Save Terms.

The formatted content is displayed to users in a scrollable panel on the acceptance screen.

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Uploading a PDF

1

Click Upload PDF

Click Upload PDF.

2

Select file

Select your .pdf file.

3

Save

Click Save.

When a PDF is uploaded, users see a View PDF button on the acceptance screen in addition to (or instead of) the inline text.

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What users see

When Terms are enabled, users visiting the portal for the first time are shown:

1. The portal name and logo.

2. A heading: "Before you continue, please read and accept our Terms & Conditions."

3. The terms content (rich text) and/or a PDF link.

4. A checkbox: "I have read and agree to the Terms & Conditions."

5. An Accept & Continue button (disabled until the checkbox is ticked).

After accepting, they proceed directly to the portal and are never prompted again.

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Disabling Terms & Conditions

Toggle Require Terms Acceptance to off. All users regain immediate access. Existing acceptance records are preserved in case you re-enable terms later.