Configuring an account usage agreement

The account usage agreement feature enables administrators to configure agreement messages that users must acknowledge before accessing the platform. Account usage agreements can outline acceptable use guidelines, privacy statements, data-handling policies, security requirements, and compliance information for an account.

Administrators enable the agreement and define the title and content to display. The agreement appears when users sign in or switch to an account, requiring them to acknowledge and accept the predefined guidelines before proceeding. If a user declines, access to their account is denied and redirected based on their sign-in method.

Prerequisites

You must have administrator access to the account.

Account usage agreement status banner

When you access the Account Usage Agreement settings, a banner at the top of the screen displays the current status of the agreement.

Status	Banner	Message
Before publishing	Blue information banner	"The account usage agreement is visible to all users when they sign in after publishing."
After publishing	Green success banner	"The account usage agreement is published and visible to all users at sign-in. To hide it, unpublish the agreement."

Creating an account usage agreement

1. Select Settings > Account Usage Agreement.
2. In the Account Usage Agreement Details section, enter a title in the Title field. The title appears as the header of the agreement dialog that users refer to when signing in. You can enter up to 120 characters. This field is required.
3. Enter your agreement content in the Description field. You can enter up to 2000 characters. This field is required. The rich text editor supports the following formatting options:
   • Bold, italic, and underline
   • Strikethrough
   • Subscript and superscript
   • Increase and decrease indent
   • Numbered lists
   • Hyperlinks
4. Click Publish. The Publish button is disabled until you add content to both the Title and Description fields.

Editing a published account usage agreement

If an account usage agreement is already published for your account, the system displays the previously added Title and Description details when you access the settings.

1. Select Settings > Account Usage Agreement.
2. Modify the Title or Description fields as needed.
3. Click Save and Publish.

The Save and Publish button is disabled until you make modifications to the existing agreement (either title or description).

Unpublishing an account usage agreement

Unpublishing an agreement removes the agreement dialog from the sign-in flow and deletes the title and description content. This action cannot be undone.

1. Select Settings > Account Usage Agreement.
2. Click Unpublish.
3. In the confirmation dialog, review the warning message, then click Unpublish to confirm. To cancel and keep the agreement published, click Cancel.

Results

The next time a user signs in or switches to this account, the account usage agreement you created appears as a dialog. The dialog displays:

• The title you configured as the header
• The description content in a scrollable or static content area
• Cancel and Accept buttons

Users must click Accept to acknowledge the agreement and proceed into the platform. If a user clicks Cancel, they access is denied and redirected based on their sign-in method:

Sign-in method	Result
Direct sign-in	User is signed out and returns to the sign-in screen.
Account switch	User returns to their default account.