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How do I set custom terms for my users?
How do I set custom terms for my users?

As an admin, learn more about custom terms, and version management

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

In this FAQ you'll learn how to edit your custom terms. Users will be required to agree to them upon starting the mobile app. This action is logged in their account details along with the version of the terms, date, device, and IP address at the time.ย 

Need to make updates to your terms? Not a problem, users will now be prompted with a pop-up of your updated terms in the app whenever a new version is released.ย 

Add your custom terms

You can add or edit custom terms by:

  1. Clicking on Settings from the left-hand menu

  2. Selecting Organization Details under Organization

  3. Clicking on Configure terms in the Custom Terms of Service agreement box

  4. Input your custom terms. Use formatting tools to make your custom terms easier to read and segment information.

  5. When you are done, check the box that confirms knowledge that all users will be required to agree to the new terms, then click Save.

Note: If you are collecting custom properties at your location, the custom terms will be on by default and you cannot turn this feature off. In your custom properties, you are able to indicate a reason for collecting each piece of data, this will automatically be displayed in your custom terms (see image below).

Important

  • Your users will be prompted to review and accept your custom terms the first time they use the app

  • Any changes to the terms and conditions will trigger a re-acceptance procedure in the app

  • Optix tracks your users' agreement to these terms. This includes their user ID, refers to the specific version agreed to, IP address, and the timestamp. You can access this information at an individual level by navigating to the Users page and selecting a particular user.

Note: If you have configured any custom properties, that information will automatically cede into an appendix to your terms and conditions in compliance with privacy regulations including GDPR.

What will my users see?

Your users will be required to agree to these new terms and will be prompted to do so the next time they open the Optix app (or your white-labeled app).

This is logged in Optix and the date and version of the terms are available for review from a user's account details in the admin dashboard. This information will also be available through the User export.


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