Terms of Use

Design your custom Terms of Use that must be agreed upon by any portal user before they can access your Service Provider Portal. We have included default terms in your account which cover basic security and privacy requirements. However, if your company requires specific items covered in your terms of use, you can customize these to fit in with your organization's requirements.

To edit the Terms of Use, click the Edit button at the top of the page, this will display editing tools and allow you to make changes. When you're done, click Save at the bottom of the page to save the changes. There are placeholders available to insert into your terms by copying and pasting, these will automatically generate specific details based on your and the member's information.

You can view a log of the changes to see who made what changes and when by clicking on the Logs button. From here you can also see previous versions of the Terms of Use by clicking View in the previous version's record.

To revert back to the default terms provided for you, click Apply Default Terms.


With these settings configured, your Service Provider Portal will be all set up and ready for your service providers to use.

Keep an eye out for future updates as we release new Service Provider Portal features throughout the coming months.

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