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Code of Conduct and Terms and Conditions

Last Updated: Jun 06, 2014 06:15PM EDT

Overview

Expectations for responsible use of websites and web content are established through a "Code of Conduct" and "Terms and Conditions".  Agree to Terms functionality will not allow a user to progress beyond initial login without agreeing to abide by the Code of Conduct.  Similarly, Terms and Conditions requires agreement before accessing a single page.  Code of Conduct and Terms and Conditions functionality are inter-related - the default text for Terms and Conditions page access is the text for the Code of Conduct.  The Code of Conduct is generally configured to be required for all authenticated users.  Terms and Conditions requires configuration to be applied to specific pages.  Both have administrative areas in specific pages of CCAdmin.

Code of Conduct

The baseline configuration for all Higher Logic websites is to require a user to agree to abide by a Code of Conduct at initial login.  This protects the organization legally and provides the rationale for managing undesired user actions and removing inappropriate content. 

The CCAdmin page to establish the Code of Conduct and require agreement to terms is found in the Users area.  The on/off toggle at page top allows clients to disable the requirement that all users agree to terms the first time they login (disabling this functionality is specifically not recommended).  Default text is displayed and can be edited in the HTML Editor (WYSIWYG) below the on/off toggle.  It is possible to include images, links and other HTML in the Code of Conduct. 

A user is prompted to agree to the Code of Conduct at first login.  If they agree to the Code of Conduct they will proceed to the website's home page after agreeing.  Clicking "I do not agree" will end the session with the user presented with a "You are now logged out" message.
















The Code of Conduct page of CCAdmin

Terms and Conditions

Users can be required to agree to an access policy on the page level as well.  This is accomplished by "Terms and Conditions" functionality. When used on a page, the Terms and Conditions functionality will present users with text and buttons in a "gatekeeper" page.  On this page the user can agree to the terms and conditions to proceed to the desired page, or not agree to the terms and be redirected to a page determined through configuration. 

The CCAdmin page to establish Terms and Conditions is found in the Users area. On this page HLAdmins can establish specific Terms and Conditions instances which can be applied to any page.  The application of the Terms and Conditions instance on a page is accomplished by the addition of the Terms and Conditions User Control - ds:TermsAndConditionsRedirect - with the TermsAndConditionsName="x" Parameter, where "x" is the name of the Terms and Conditions instance (spaces are allowed).  The Code of Conduct page content will be used by a Content Item using the ds:TermsAndConditionsRedirect User Control be active on a page without a TermsAndConditionsName="x" Parameter. 

Instructions: Creating a New Terms and Conditions instance and applying it to a Specific Page

1)  Navigate to the CCAdmin page for Terms and Conditions, found under "Users" in the navigation bar.
2)  Click "Add New Terms and Conditions" button to access the fields to name instance and create the text to be presented.  Add the text to all the fields. For the purposes of this documentation, we'll assume the name of the instance is "NewTandC".  Note that pasting text in the "Terms and Conditions Text" field is best accomplished with the "Paste Plain Text" button in the editor. Click "Save" when complete.
3)  Following save you will be returned to the list of active Terms and Conditions instances.  Select and copy the name of the Terms and Conditions instance you just created.
4) Leave the CCAdmin environment and navigate to the page where you wish to apply the new terms and conditions instance.  When on that page click "Add to this Page" in the webmaster links. 
5) Clicking "Add to this Page" will bring you to the Enter/Edit Content Page for a new Content Item.  Name this Content Item "Terms and Conditions" in the top-most field and then scroll to the bottom of the page. 
6) At the bottom of the page you will see the HTML Editor.  Directly above the editor is the "Type of content" radio button display.  Click the radio button associated with "User Control".  The HTML Editor will disappear and the user interface for adding a User Control is presented. Add content to these fields as described below:
  • In the User Control class or path: field, input: ds:TermsAndConditionsRedirect
  • In the User Control Parameters field input: TermsAndConditionsName="NewTandC"
  • In the User Control Parameters field input: ReturnUrlIfNotAccepted="profile" - feel free to change the Parameter to any page code or external site URL desired -  ReturnUrlIfNotAccepted="home" is another good option.  ReturnUrlIfNotAccepted="http://www.nyt.com" will also work.
  • Click "Save"
7) This completes the configuration.  Be sure to test the functionality and modify as desired.
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