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.

Unpublish Terms and Conditions

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Furthermore, IT admins will no longer see the unpublished Terms and Conditions in the Terms and Conditions list.

How to preview HTML

There is no preview of the HTML for the Terms and Condition in the Cloudwork Dashboard. What can be done instead is 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

How to view unpublished Terms and Conditions

There is no facility in the Cloudwork Dashboard to view unpublished Terms and Conditions To view unpublished Terms and Conditions, a support ticket will need to be created requesting the unpublished Terms and Conditions

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