You can create Terms & Conditions (T&C) at two different levels for your community site: Global and Module (i.e., page-specific).

• Global - These T&C are applicable to any user who wants to access any page or section of your community site. When these Terms & Conditions are enabled, all users must accept them the first time they log in to your community; if they don't, they will be denied access to your community.
• Module - These are distinct, page-specific T&C. You can apply them individually to just the pages you want.
  • They force users to agree to your terms before being granted access to that specific page.
  • User acceptance (or not) does not affect that user's access to other pages of your site.

Multiple Module T&Cs

You can create as many Module T&C as you want and apply them to any pages you want.

Having a distinct T&C for a community page is a great way to reinforce "codes of conduct" and other site-use considerations to users before they create content.

EXAMPLE: Your community has an "Idea Submissions" page and an "Events" page. You create a distinct, page-specific T&C for each of these pages that includes relevant excerpts from your Global T&C. Each T&C reinforces some of the global expectations, and each reminds users of your organization's "acceptance criteria" for these types of user contributions.

Access the Terms and Conditions page

To manage your Global and Module T&C:

1. In the Admin Toolbar, click Admin.

2. Navigate to Settings > Security > Global Terms and Conditions.

You'll be on the Terms and Conditions: Global page.

Global Terms & Conditions

Your Global T&C should reflect your organization's policies regarding the behavior that is expected of people who use your site. It protects to your organization, and it should clearly state your organization's rationale for how it manages undesired user actions, including the removal of inappropriate content.

On this page:

1. Check the "Make users agree..." box to require users to accept your Global T&C the first time they log in. (Higher Logic recommends this for all community sites.)
2. Populate the editor field with your current "global" terms and conditions.
3. Click Save.

TIP: You can use the editor's toolbar options to customize the text (e.g., bold, internal and external links, bullets, images) of your Global T&C.

NOTE: You can change the content of your Global T&C, but you should review the next section for information on how changes impact new and existing community users differently.

Global T&C notes

Your Global T&C is included in the list on the Module T&C page, where you can edit and delete it.

• Higher Logic recommends that, instead of deleting the Global T&C, you uncheck the "Make users agree..." box to "deactivate" it.
• If the T&C is deactivated, new users will not:
  • be presented the Global T&C to review.
  • be prompted to accept your site-wide terms.

Change your Global T&C

You can change your Global T&C whenever you want. Changes include editing the text, updating a link URL, and even simply formatting (e.g., applying bold) any of the existing text.

Any modification constitutes a "change." Before changing and saving your Global T&C, note the following caveats.

If you change your T&C, the revised T&C:

• will be presented to, and must be accepted by, "new" community users only.
• will not display to users who have already accepted the previous iteration of your T&C.

TIP: You can request that the revised T&C be presented to existing users for acceptance, as described in the next section.

All users have to accept revised T&C

If you want all users to have to accept the revised T&C:

1. Create a case with Higher Logic Support.
2. Request a "reset" of your Global Terms & Conditions.

Module Terms & Conditions

To manage your Module T&C, click the down arrow to the right of the page title and select Module.

NOTE: You can create as many Module T&C as you want, and apply them to any pages you want.

After you create a Module T&C, you must request that it be applied to one or more pages, as detailed below.

Create a Module T&C

1. On the Terms and Conditions: Module page, click the plus sign icon to the right of the page title.

2. On the dialog:

• specify a name (letters, numerals, and special characters are valid),
• add a description, and
• specify the rules, etiquette, etc. that you want users to accept before accessing the page.

TIP: You can insert links, images, and videos to support your T&C using the options in the editor. You can include links to external sites and internal pages (such as giving your users a way to report offenses).

3. Click Save.
4. Verify that your new Module T&C displays in the list.

Request the T&C be applied to a page

Only Higher Logic Support staff can apply a Module T&C to community pages. You must submit a request to Support to do this.

1. Create a case with Higher Logic Support.
2. Provide:

• the name of the T&C and
• the URL of the page.

3. Request that the T&C be applied to the page.

TIP: You can submit one request to have a T&C applied to multiple pages and/or that multiple T&Cs be applied to various pages. In both cases, provide all necessary T&C names and all relevant page URLs.

Manage your Module T&C

You can customize how your Module T&Cs display in the list, and you can manage (edit, delete) them as described in the sections below.

On this page:

• The action buttons in the upper right are inactive until a T&C is selected. You must select a T&C in order to manage it.
• Click the magnifying glass icon in the upper right to search for a T&C. The list auto-updates as you type, and the search queries the Name and Description columns. Click the X to close the search field and restore the full list of T&C.
• The Pages column is a count of the number of pages that T&C is/has been applied to.
• The list defaults to being sorted alphabetically (A – Z) on the Name column.
• Click a column header to sort the list on that column; click again to reverse the sort order. An up or down arrow indicates the sort order. (Note the up arrow in the Name column in the image below.)
• Click the column chooser below the table to manage which columns display.

Edit a T&C

1. Select a T&C and click the Edit button.
2. Make your changes to the Name, Description, and/or Terms and Conditions Text.

NOTE: The "edit" dialog lists (as links) all pages to which the T&C have been applied. Click a link to open the page in a new tab.

3. Click Save.
4. Review the list to verify that any Name and/or Description changes display.

Module T&C: remove and delete options

There are two ways to control whether a Module T&C displays, depending on what your intended result is.

• Delete - permanently deletes the Module T&C and disassociates it from all pages to which it was applied.
• Remove - removes the Module T&C individually from one or more pages (via a request to Higher Logic Support).

Delete a Module T&C

1. On the Module T&C list page, click to select a Module T&C.
2. Click the Delete button, and click Delete on the confirmation dialog.

The Module T&C is disassociated from all pages to which it was applied; users no longer have to accept the T&C to access that page (or those pages).

NOTE: The Module T&C continues to display on the list page; its Pages column count is now the number of pages it had been applied to.

Remove a Module T&C

As with applying a Module T&C to a page, only Higher Logic Support staff can remove a Module T&C's association to a page.

NOTE: This is a page-specific request. If a Module T&C is associated to multiple pages and you request it be disassociated from one of those pages, the T&C retains its association with the other pages.

1. Create a case with Higher Logic Support.
2. Provide:

• the name of the T&C and
• the URL of the page.

3. Request that the T&C be disassociated from the page.

TIP: You can submit one request to have a T&C disassociated from multiple pages and/or that multiple T&Cs be disassociated from various pages. In both cases, provide all necessary T&C names and all relevant page URLs.

Higher Logic Support staff will disassociate the Module T&C as requested; the requirement to accept the T&C is removed.

• If the T&C is applied to other pages, they are unaffected by this change; visitors to those pages still have to accept the T&C to access the pages.

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