User Agreements

The User Agreements screen is found under Admin > Customer Setup > User Agreements. It allows administrators to manage terms-of-use agreements that Customer users must accept.

The User Agreements List

The list displays all existing agreements with the following columns:

• Name – The name or version identifier of the agreement
• Activated On – The date the agreement became active
• Deactivated On – The date the agreement was deactivated, if applicable
• Actions – Options to manage the agreement

If no agreements have been created yet, the list will display "No agreements."

Creating a New Agreement

To create a new agreement, click the + New Agreement button in the top-right corner. This opens the New User Agreement form, which has two sections:

Agreement Details

• Agreement Name / Version – Enter a name or version identifier for the agreement (e.g., Terms of Use v1.0)

Agreement Content

The body of the agreement is written in Markdown format. A large text area is provided to enter the agreement content.

• Use the Preview toggle to see how the formatted Markdown will look before saving.
• For help with Markdown syntax, a Markdown Guide link is available on the page.

Once you have filled in both sections, click Submit to save the agreement, or Cancel to discard and return to the list.