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Setting Up Partner Terms & Conditions
Setting Up Partner Terms & Conditions

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Setting Up Partner Terms & Conditions

Partner Terms & Conditions (T&Cs) in Everflow allow you to present and manage legal agreements that partners must accept during signup.

Overview

The Terms and Conditions feature lets you manage the legal agreement between your network and Partners.

When enabled, these terms are displayed on the Partner Sign Up Page and Partner Login, requiring one-time acceptance from Partners.

Key Terms Key terms related to managing Partner Terms and Conditions. ➔ T&Cs: Terms and Conditions that Partners must review.
➔ Partner Signup Form: The customizable registration form for new Partners.
➔ Enforce Terms: Option to require T&C acceptance.
➔ Acceptance Log: Record of when and how Partners accepted the terms.

Configuration Options

Main Settings

  • Terms and Conditions Text: Enter your custom T&Cs
  • Require Approval: Optional checkbox to require explicit acceptance
  • Enforce Terms and Conditions: Toggle to enable/disable T&C enforcement

Understanding "Require Approval"

When "Require Approval" is toggled ON, a partner's acceptance is a one-time event. Once a partner agrees to the T&Cs, they do not need to agree again, even if the text of the T&Cs is updated.

The only way to require re-acceptance is to use the "Revoke All" function. This is a hidden operational tool that will remove all existing T&C agreements that partners have previously accepted, forcing them to agree to the newest version upon their next login.

Display Options

  • Shown on Partner Sign Up Page
  • Displayed during Partner Login
  • Partners only need to accept once
  T&C Management Notes   Important considerations for managing Partner terms and conditions.           Modifications to T&Cs are tracked with timestamps       You can view the full acceptance history for audit purposes       T&C changes don't require re-acceptance from existing partners       The system maintains a complete audit trail of acceptances                

Acceptance Tracking

The system maintains a detailed log of T&C acceptances, including:

  • Created Date/Time
  • Partner Name
  • Partner User
  • User Agent (Browser information)
  • IP Address

Managing T&Cs

Set up and manage Partner terms and conditions.

1 To Set Up Terms: Navigate to Control Center -> Partner Configurations Select the Terms and Conditions tab Click Edit Enter your terms in the text field Configure enforcement settings Click Save
2 To View Acceptance Log: Access the Terms and Conditions section Review the log table showing: Creation date Partner information User details Technical data (User Agent, IP)