Page Comparison

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Consents/Agreements

1. Navigate to “Admin” Admin > “Settings” Settings > “Consents Consents & Agreements”Agreements.

2. Click the green “Add Consent / Agreement” button.

   

3. Complete the wizard:

   

   1. Name: The name of the Consent/Agreement.

   2. Description: A description of the Consent/Agreement. This could include a link if further reading is required or recommended. Markdown can also be used to format the text.

   3. Users Must Agree: If checked, there will be no Reject option. This will make this an Agreement instead of a Consent.

   4. Required Renewal Period: If set, users will have to re-consent to this Consent/Agreement regularly at this interval. If left blank, users will only have to re-consent if the renewal is manually triggered.

   5. Affirm Label: The label next to the option to consent to the Consent/Agreement.

   6. Reject Label: The label next to the option to not consent.

   7. Message Category: Select a Message Category if the Consent is for a Message Category. Leave as “(none)” if the Consent is for something else. Read more about Message Categories in this guide: Message Categories

   8. Applies to Member List: Select a Member List to restrict who the Consent/Agreement applies to, or leave it as “Applies to all”.

   9. Is Active: Check to make the Consent/Agreement active. Don’t do this until it is completely ready, otherwise anyone who has consented to it will have to re-consent every time you edit it.

   10. OK: Once happy with the details, click “OK” to save the Consent/Agreement.

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Registered users can update their Consents and Agreements at any time.

1. Navigate to Your name > “My My Consents & Agreements”Agreements.

   

2. Update any Consents and Agreements that are outstanding or need changing.

Users will also be directed to this page when they sign in if “Redirect member to consent page on login” is turned on.

By an Admin

1. Navigate to “Admin” Admin > “Settings” Settings > “Consents Consents & Agreements”Agreements.

2. Click “Analyse” next to the chosen Consent or Agreement.

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3. Locate the person you want to set the Consent/Agreement for. You can search, or use filters to find them, or just scroll down the list.

4. Click the tick to consent, or the cross to not consent.

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You can also switch to other Consents or Agreements using the dropdown at the top of the page.

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