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Consents & Agreements

Owned by Peter Hickson, created
Last updated: Jun 20, 2023 by Joanne Shovelton
4 min read

Consents & Agreements are a way to gain permission from registered users for things for your club. This can be from agreeing to Terms & Conditions, to gaining permission to take their photo.

Glossary

Consent: A permission from a registered user where they can accept or reject it. For example, users can choose to agree or disagree to have photos of themselves used on the club’s social media.

Agreement: A permission from a registered user where they cannot reject it. For example, users MUST agree to the myClubhouse Privacy Policy and Terms & Conditions in order to register on any myClubhouse site.

Consents/Agreements

  1. Navigate to Admin > Settings > Consents & 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.

Other Options

Renewal

Click “Require renewal NOW”, and “Yes” to confirm to reset the chosen consent back to unanswered for everyone so that they have to renew the Consent.

Activate

When you create a new Consent or Agreement, you may not activate it immediately as you are still editing it. Once you are ready, you can activate it without editing it.

Click “Activate”, and “Yes” to confirm to activate the chosen Consent/Agreement and allow users to answer it.

Re-order

You can change the order that the Consents and Agreements appear on the page, as well as when a user is making changes on the “My Consents & agreements” page.

  1. Click “Re-order Agreements” or “Re-order Consents”.

  2. Drag and drop the items into the desired order.

  3. Click “OK”

  1. Redirect member to consent page on login: If set to yes, users will be taken to the “My Consents & Agreements” when they sign in to set any outstanding Consents or Agreements.

  2. Force member to resolve consent issues: Similar to above, but users will continue to be redirected to the “My Consents & Agreements” page after signing in until they have set ALL of their outstanding Consents and Agreements, only then will they be able to proceed to the rest of the site.

When Registering

Consents and Agreements can be included in a Registration Wizard to gain user’s permission straight away. If a Registration Wizard is public, the Mandatory system consents (Privacy Policy and Terms and Conditions) must be included. Read more about Registration Wizards in this guide here: How to Create a Registration Wizard

Manually

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

  1. Navigate to Your name > My Consents & 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 > Settings > Consents & Agreements.

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

  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.

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