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.

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

Access the Terms & Conditions set up 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:

• The checkbox at the top controls whether your Global T&C are enabled. If enabled, users are required to agree to your terms the first time they log in (this is the recommended setting).
• The editor should be populated with your community's current global terms and conditions. You can change the content (refer to Change your Global T&C, below) and to use the WYSIWYG editor toolbar options to customize it.

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

Change your Global T&C

You can change (edit, update, reformat) your Global T&C whenever you want. However, before you do, review the following caveats.

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

• will be presented to, and must be accepted by, "net-new" users only.
• will not display to users who have already accepted your (previous) 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 to accept revised T&C

If you want all users to have to accept the revised T&C, create a case with Higher Logic Support and request a "reset" of your 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.

There are two distinct steps to creating and applying a Module T&C; these are detailed below.

Step 1 - 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.

Step 2 - Request the T&C be applied to a page

Only Higher Logic Support staff can apply a Module T&C to a community page.

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.

Manage your Module T&C

You can manage (edit, delete) your Module T&C and how they display in the list.

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 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.

Delete a T&C

1. Select a T&C and click the Delete button.
2. On the confirmation dialog, click Delete.

The T&C is permanently deleted from your account.

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