Changes

Privacy and Security Policies

No change in size, 14 May
m
How Users Interact with Policies
Before logging in, users may be able to preview specific policies based on configuration as seen below.
[[File:2024-07-ticket-145858.png|thumb|none|500px800px|A sample login page containing a link to view the organization’s privacy and security policies before logging in.]]
<u>'''Note:'''</u> Since the user has not yet logged in, only policies without any role or country permissions will be visible to the user.
After logging in, most systems require users to accept some policies before the user is granted access to the system. These policies typically outline the responsibilities and expectations of each party when using the system. Depending on the configuration, the end user will have the option to acknowledge, accept, or decline a given policy.
[[File:2024-07-ticket-145858-2.png|thumb|none|500px800px|A list of possible user policy options are available in the settings.]]
===Signup Pages===
Users may be required to acknowledge or accept a set of policies before being shown the signup page form. This ensures the user is aware of the terms and conditions of using the system as well as how their data may be collected, used, and stored.
Users may be required to acknowledge or accept a set of policies before being shown the signup page form. This ensures the user is aware of the terms and conditions of using the system as well as how their data may be collected, used, and stored.
Users can view a list of accepted or acknowledged policies at any time by clicking on the lock icon labeled "Privacy & Security" in the global header. This list view displays the collection point, version, and the date when the policy was accepted. Additionally, users can open a PDF to view the contents of the policy as it was at the time of acceptance.
[[File:2024-07-ticket-145858-3.png|thumb|none|500px800px|Users can click the lock icon in the global header to see a list of policies they have accepted or acknowledged.]]
Administrators can see who has accepted any policy at a given time by navigating to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Privacy and Security Policies''' > Edit the desired policy > Click on "User Logs" in the left navigation. Here you will see a list view of all users that have accepted a policy along with pertinent information and a PDF of what the policy contained at the time of acceptance. A search is also available to easily find users by name or email.
[[File:2024-07-ticket-145858-4.png|thumb|none|500px800px|Administrators can see which users have interacted with a given policy by clicking the "User Logs" link the left-hand navigation.]]
=Configuration=
Smartstaff
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