Changes

Privacy and Security Policies

2 bytes removed, 14 August
Attaching Policies to a a Level 1, 2 or 3 Type
If you have a specific policy for users to accept prior to registering, you can attach it to a user signup page. Navigate to '''Global Settings''' > '''Users''' tab > '''Signup Pages''' > Edit the desired signup page > Under '''Attach Policies''', select the desired policies and click '''Save'''. Now when a user navigates to the signup page, the specified policies will be displayed as part of the signup process. If the user signup page is attached to an organization signup page, the policies will also be displayed.
===Attaching Policies to a a Level 1, 2 or 3 Type===
If you want users to accept a policy upon creation of a Level 1, 2 , or 3 record of a specific type, you can navigate to the desired '''UTA Configuration Settings''' > Click the desired '''Level''' tab > '''Types''' > Edit the desired type > '''Process''' tab > Under '''Attach Policies''', select the desired policies and''' Save'''.
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