Terms and Conditions

Terms and Conditions

Creating Terms and Conditions

1. In the Cloudwork Dashboard, select the Terms & Conditions Tile
2. Click Add New Terms & Conditions
3. Fill out the following fields:

   Name: This is the name of the Terms and Conditions. This will not appear to users accepting the Terms and Conditions, but the Name will appear in the Activity Report

   Content: The actual content entered in this field will be what is displayed to users at login.

4. Click Submit

Publishing Terms and Conditions

1. In the Cloudwork Dashboard>Terms and Condition>select a Draft Terms and Condition
2. Click Publish and confirm

Assigning Terms and Conditions per OU

1. In the Cloudwork Dashboard>Settings>CloudworkID Setting
2. On the left side of the page, select which OU should see Terms and Conditions
3. After selecting an OU, navigate to Authentication Settings>Edit
4. Under Terms and Conditions, select one of the published Terms and Conditions
5. Click Submit. Users of that OU will now see the Terms and Conditions when they login.

Unpublishing Terms and Conditions

If it is decided that a published Terms and Conditions is no longer valid or deprecated, IT admins can unpublish the Terms and Conditions.
This will unpublish the selected Terms and Conditions so that users who have no accepted the Terms and Condition will not be shown Terms and Condition upon login.
When unpublishing Terms and Conditions, users will no longer be prompted to accept or decline the Terms and Conditions upon login.
Furthermore, IT admins will no longer see the unpublished Terms and Conditions in the Terms and Conditions list.

To unpublish a Terms and Condition:

1. In the Cloudwork Dashboard>Terms&Conditions>select the Terms and Conditions that need to be unpublished.
   
2. Click Unpublish and confirm

How to preview HTML

Copy the HTML text to Notepad or a text editor and then save it to a .html file to view in any browser.
This will allow a preview of how the various HTML elements render.

How to filter for Terms and Conditions Acceptance in the Reports

1. In the Cloudwork Dashboard>Reports>User Activity
2. On the left side of the page, filter for the following events under For Event:
   • Accept Term and Condition
   • Show Term and Condition
   • Additionally under For User you can select a specific user to filter for
3. Click Update
4. This will generate a report so you can see when and which Terms and Conditions did a user accept.

How to view unpublished Terms and Conditions

There is no facility in the Cloudwork Dashboard to view unpublished Terms and Conditions.
To view unpublished Terms and Conditions, a support ticket will need to be created requesting the unpublished Terms and Conditions

Agreeing and Disagreeing to Terms and Conditions

After the Terms and Conditions have been set, users upon next login will be shown the selected Terms and Conditions.
Users will have two options: to either agree or disagree to the Terms and Conditions.

If users agree to the Terms and Conditions, users will proceed through to the intended service they were trying to log into.
If users disagree with the Terms and Conditions, users will be redirected to a page showing two options: Back to login and View Terms Again.
Clicking View Terms Again will take users back to the Terms and Conditions page.
Clicking Back to login will log the user out and take the user back to the login page.

Terms and Conditions Status

What each Terms and Conditions Status means

Terms and Condition Status	Information
Draft	Terms and Conditions in the Draft Status can be edited but cannot be used or assigned
Published	Terms and Conditions that are in the Published Status cannot be edited, only assigned by OU in the CloudworkID Settings
Unpublished	Terms and Conditions that are Unpublished cannot be edited or viewed by IT Admins or seen by users logging in

Filterable Events for Terms and Conditions

User Activity

• Accept Term and Condition: This Event occurs when a user accepts the Terms and Conditions
• Show Term and Condition: This Event occurs when a user is shown the Terms and Conditions
• Decline Term and Condition: This Event occurs when a user declines the Terms and Conditions

Administrator Activity

• Create Term and Condition: This event occurs when an IT admin creates a Term and Condition
• Update Term and Condition: This event occurs when an IT admin updates a Term and Condition
• Delete Term and Condition: This event occurs when an IT admin deletes a Term and Condition. Deleting a Term and Condition can only be performed on Draft Term and Condition
• Publish Term and Condition: This event occurs when an IT admin publishes a Term and Condition