On the other hand, Terms & Conditions should outline the rules and guidelines that learners should respect in order to use the learning platform (i.e. not uploading informal learning assets related to specific subjects). Terms & Conditions should primarily focus on Coach & Share and E-Commerce, so learners know which rules to follow when asking questions to Experts, uploading informal learning assets, writing comments on assets, and purchasing courses or learning plans in the platform.
Checkboxes with links to both sets of content appear in the login or registration form, or just after logging into the platform, for those that had already accepted an older version of either one. Learners will also find a link to the Terms & Conditions in their shopping carts and on the Contribute page in their platforms.
from the gear icon
in the top right corner, then press the Advanced Settings
item in the Settings
section. Now, access the Users
tab. In the Options
option and press Save Changes
To manage the settings of an individual subdomain, access your Admin Menu
, then press the Manage
subitem in the Extended Enterprise
section. On the main Extended Enterprise page, find the subdomain in the list, then press the gears icon
tab, then flag the option in the first section to Enable custom settings for this client
If you flag the second option, use the Select a policy
Viewing and Managing All Privacy Policies
To view and manage all of the privacy policies that you’ve created, access your Admin Menu
item in the Settings
section. Here, you will see a list of all of the policies that you’ve created and you can manage them as necessary.
In each policy’s row, you will see the policy name, ID code, to which Extended Enterprise clients the policy is assigned, the date of the last update to the policy, and the version of the policy. Hover your mouse over the policy’s row in the list to make the ellipsis icon
appear, then press the icon to Edit
There is no content in the policy itself at first, so you need to edit it to populate content.
, find the default policy in the list (it will be labeled accordingly), then press the ellipsis icon
item in the Settings
page, press the plus button
at the bottom of the panel.
On the next page, there are three tabs at the top: Settings
tab. Find any later policy versions that you create in the Versioning tab. If you want to preview how your policy will look for learners before saving it as a new version, you can switch to the Preview
tab at any time before pressing Save Changes
In the Settings
tab, begin in the Header Message
section to add an introductory message that appears above all of your policy and sub-policy text on the registration form for learners. Please note that this text can be no longer than 500 characters, and should serve as a brief introduction to what users will accept below the message in the form. It will be immediately visible during self-registration and can be used to summarize the most important information. Please note that this message is not mandatory, but suggested.
In the text body, you can format and stylize the text as desired. Additionally, you can add PDF files into the body of the text by pressing the Attach Files
button in the text formatting bar. Note that your LMS does not track whether learners click on the link to the file or download the file, but the Versioning functionality in your platform ensures that the version of the file that is served to the end-user is always the right historical one.
Creating and Managing Sub-Policies
button in the Sub-policy
Then, insert the sub-policy acceptance message into the corresponding text field and flag whether it’s mandatory or not. If you set a sub-policy to be mandatory, users will not be able to access their platforms until they’ve accepted the sub-policy.
in it’s row. When you’re finished, press Save Changes
to learn how to use this tool.
Please note that when you’re creating or editing a policy in the platform’s default language, the default language fields are mandatory. However, when adding content in a language that is not the default language, the fields are not mandatory. Therefore, if you do not populate a field in one of the additional languages, that field will appear to users in the default language instead of appearing blank.
, learners with their platforms set in French will see the acceptance message
Once you update any fields and press Save Changes
. Refer to the section below to learn more about versioning.
Versions are at global language level. If you update a policy in any language, a new version is created for all languages. Users will have to re-accept the policy, regardless of their platform language. Therefore, if you’re managing a policy that is published in multiple languages, you should update any necessary fields in ALL languages before pressing Save Changes
and creating a new version.
In the Versioning
tab when editing a policy, use the sliding bar in the area at the top of the page to see all of the available versions and switch between which version you want to view. For each currently viewed version, you will see the version name, who published that version and the date and time of publication.
Assigning and Unassigning Policies to Subdomains
When you press the icon in the Extended Enterprise Clients
row of the policy, you will be redirected to the Assigned To
tab of that policy’s edit area. You can also access this area by pressing the ellipsis icon in a policy’s row, then pressing the Edit item
from the dropdown menu.
In the Assigned To
tab, press the global plus button
Refer to the Assigned Policy
To unassign subdomains from a policy, access the Assigned To
tab for the policy and press the global plus icon in the top right corner. In the slideout panel, unflag the clients that you want to unassign from the policy. Alternatively, you can flag the subdomains in the list in the policy’s Assigned To
tab, then press the ellipsis icon
at the bottom of the page, and select the option to unassign those domains from the policy.
Privacy Policies for Learners
in the top left corner of the page, then press the edit icon (pen button)
in the slideout panel.
On the profile page, press the arrow icon
Note on the Text Editor
Please note the text editor embedded in the platform is Froala, refer to the Froala Knowledge Base
for further information on its usage. Also remind that the rendering of the output of WYSIWYG editors may be slightly different from the input, depending on the CSS rules applied.