Update your Service Provider Portal Terms of Use

Learn how to set up your custom Terms of Use. This must be accepted by any portal user before they can access your Service Provider Portal. You need the Service Provider Manager user role to access these settings. 

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.

Update your Terms of Use

To edit the Terms of Use:

  1. Go to Tools > Service Provider Manager.
  2. Select Portal Administration from the menu on the left side.
  3. Click Edit.
  4. Add your changes in the text editor. You can use the formatting tools or add placeholders, which will automatically generate details based on your and the member's information.

    SPP-Terms-Edit.png
  5. Click Save
  6. Check your changes, then click Save

    SPP-Terms.png

To view a log of the changes, click the Logs button. From here you can also see previous versions of the your Terms of Use by clicking View in the previous version's record.

SPP-Terms-Edit-Log.png

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

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