Input of Terms and Conditions (Admin 3.0)

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To make sure users of the app and the Account Hub can trust in the protection of their personal data, you can activate the 'User Consent' and input your Terms and Conditions. 

 

1. User Consent for the app

Login to the Portfolio Manager > click on the 'Settings'-icon in the top menu > 
choose 'General Settings' > click on 'Enterprise settings':

Here you can activate the option 'User Consent required in app' (if it is not yet the case) so that the blue button 'Edit User Terms of Use' will appear. 

When you click on on the 'Edit User Terms of Use'-button a pop-up will appear where you can input your information. 

 

2. User Consent for the Account Hub

Login to the Portfolio Manager > click on 'Account Hubs' in the top menu > 
choose 'Settings':

Here you can activate the option 'Account Hub consent required' (if it is not yet the case) so that the blue button 'Edit Terms of Use' will appear. 

When you click on on the 'Edit Terms of Use'-button a pop-up will appear where you can input your information. 

 

3. What will the user see


3.1 In the app

The user can find the Terms and Conditions under the 'Settings'-icon in the app:

 

3.2 In the Account Hub

The customer will receive an email that there are documents shared:

By clicking on the link, the customer can login to the Account Hub website. 

And will get a notification with the first login about the Terms and Conditions:

If the Terms and Conditions ever change, the customer will receive another notification.

 

 

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