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Terms of Service Agreements

July 3, 2026
Contributed by: 
T

Terms of Service Agreements let you present one or more documents that users must accept before they use the platform. As an administrator, you upload the documents, and the platform blocks access for any non-administrator user until they’ve accepted every current document.

Find this setting at System Configuration > Others > Terms of Service Agreements.

What Terms of Service Agreements are used for

Use this feature to enforce acceptance of legal or policy documents, such as an acceptable use policy or a service agreement. You can:

  • Upload one or more documents.
  • Preview or remove a document.
  • Reset acceptances for a document so that everyone accepts it again.

PDF is the recommended file format. The acceptance page also renders HTML (.html or .htm) and plain-text (.txt) documents.

When you upload more than one document, users accept them all together in a single step.

Where users see the Terms of Service

After a non-administrator user signs in, the platform checks whether they’ve accepted every current document. If any are outstanding, the platform sends them to a dedicated Terms of Service Agreements page before they can reach any other part of the platform.

On that page, the user:

  1. Reviews each document, shown in full on the page.
  2. Selects Accept All to accept every outstanding document at once.

After the user accepts, the platform records their acceptance and takes them into the normal experience. The page doesn’t appear again unless you add a new document or reset acceptances.

Is acceptance required?

Yes. Acceptance is required and blocking for non-administrator users. Until a user accepts every current document, they can’t navigate to projects, workspaces, or settings. The page shows this notice:

You must read and accept all Terms of Service agreements before you can use the platform.

A few important details:

  • Acceptance is per user and per document. The platform tracks which documents each user has accepted.
  • Administrators aren’t blocked. So that you can keep managing the platform, administrators aren’t redirected to the acceptance page, even when documents are outstanding.
  • New documents apply to everyone. When you add a document, every non-administrator user is prompted to accept it the next time they sign in or navigate.

Note:

The platform records that a user accepted a document, but it doesn’t store an acceptance timestamp. If your organization needs a dated audit record of acceptance, keep that record outside the platform.

Reset acceptances

Resetting acceptances forces users to accept a document again — for example, after you publish a new version.

  1. Go to System Configuration > Others > Terms of Service Agreements.
  2. Find the document in the list.
  3. Select the reset icon next to the document.
  4. Confirm the reset.

The platform clears every user’s acceptance of that document. The next time each non-administrator user signs in or navigates, they’re prompted to accept it again.

Terms of Service Agreements
July 3, 2026
Contributed by: 
T
July 3, 2026
Contributed by: 
T

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