Managing the LMS Terms & Conditions: Single Domain

Discover how to create and manage your platform’s Terms & Conditions

Last Updated

March 1st, 2019

Reading Time

7 min

User Level

Introduction

In your LMS, you can create a customized Terms & Conditions for your users to accept when registering or logging into the platform. You can also create and assign specific Terms & Conditions to specific domains, for those using Docebo’s Multidomain app.

Furthermore, Terms & Conditions can be versioned, so you can create a new version of the same Terms & Conditions when certain terms have been modified or updated. Your LMS tracks all versions of the Terms & Conditions, and whether each user has agreed to, rejected or not yet answered to each version of the Terms & Conditions. As the Superadmin, you can create and view reports related to your Terms & Conditions as well.

By default, Terms & Conditions are not activated in new platforms, meaning that users will not have to agree to them in order to access their LMS. For those that were using the language key in the localization tool (Module: privacy_tos/Phrase: _TERMS_AND_CONDITIONS)  to create Terms & Conditions for your learners purchasing courses via the platform’s E-Commerce app, refer to this article to learn how to manage the transition to the newer Terms & Conditions functionality.

This article outlines how to activate and manage the Terms & Conditions if your LMS uses a single domain (any LMS that is not using Docebo’s Multidomain app). For customers using the Multidomain app, refer to this article to learn how to manage Terms & Conditions for your subdomains.

Terms & Conditions vs. Privacy Policy

Your platform has both a Privacy Policy and Terms & Conditions that Superadmins can configure and all learners must accept if they are activated. While the configuration process is nearly identical, consider them as two separate functionalities that serve two different purposes that can work together to ensure that your learners are provided with all of the legal and policy-related information before using the platform.

The Privacy Policy should cover the legal language on the data that you record (such as material viewed in the platform or the number of times a user attempts to take a test) and how you manage it.

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.

When learners log into their learning platform for the first time, when they self-register into the platform for the first time, or when they login again for the first time after you’ve updated the Privacy Policy or Terms & Conditions, they will always be prompted to accept the most recent version of the Privacy Policy or Terms & Conditions (or both, depending on what you’ve updated).

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.

Activating the Terms & Conditions

In order to manage Terms & Conditions, log into your platform as the Superadmin. Access the Admin Menu 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 section, flag the Terms & Conditions MUST be accepted option and press Save Changes.

Terms & Conditions Activation

Please Note: If this option is not enabled, you are still able to access the Terms & Conditions configuration area in your platform, and you can create and manage Terms & Conditions, but it will not appear to your users on the login or registration page of the platform. You may want to keep this option disabled as you draft your Terms & Conditions, then activate it after publishing the first version in your platform.

Creating the Terms & Conditions

To create Terms & Conditions for the first time, access the Admin Menu, then select the Terms & Conditions item in the Settings section. On the main Terms & Conditions page, there are three tabs at the top: Settings, Preview and Versioning.

When you first draft your Terms & Conditions, all of your work will be done in the Settings tab. Find any later Terms & Conditions versions that you create in the Versioning tab. If you want to preview how your Terms & Conditions 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 Terms & Conditions Content section. You need to create the Terms & Conditions in your platform’s default language. Provide a title, a title message (this is the acceptance message that your users will see), and the text body of the Terms & Conditions.

 Creating Terms & Conditions

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.

Once you’ve completed all of the required fields, you can press Save Changes to publish this version of the Terms & Conditions for your users.

Creating Terms & Conditions in Multiple Languages

When creating or updating Terms & Conditions, you can create the same version of the content in multiple languages using the multi-language selector tool. Refer to this article to learn how to use this tool.

Please note that when you’re creating or editing Terms & Conditions 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.

Terms & Conditions Multiple Languages

For example, if your default language is English, you must fill out every field of the Terms & Conditions in English. If you then create content of the same version in French but you do not fill out the acceptance message, learners with their platforms set in French will see the acceptance message of their Terms & Conditions in English.

Any time that any field of the Terms & Conditions is updated in any language, a new version is created. Versioning for Terms & Conditions is at a global language level, not localized to individual languages. Therefore, you cannot have Terms & Conditions with 3 versions in English and 7 versions in French.

Once you update any fields and press Save Changes, a new version is created for all languages. Therefore, when you are updating Terms & Conditions, be sure to update the content in all necessary languages before pressing Save Changes. Refer to the section below to learn more about versioning.

Updating a Terms & Conditions and Managing Versions

Once you’ve created Terms & Conditions, any of the fields can be updated, which will automatically create a new version. All versions can be found in the Versioning tab. Any time a new version is created and published, all users must re-accept the Terms & Conditions upon the next log into the platform.

Versions are at global language level. If you update the content in any language, a new version is created for all languages. Users will have to re-accept it, regardless of their platform language. Therefore, if you’re managing content that is published in multiple languages, you should update any necessary fields in ALL languages before pressing Save Changes and creating a new version.

Terms & Conditions Versioning

In the Versioning tab of the Terms & Conditions, 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.

Below, you will see the full Terms & Conditions version, including all acceptance messages, title, and text. To change in which language you’re viewing the version, use the Language dropdown menu in the top right corner of the page.

Terms & Conditions for Learners

Once Terms & Conditions are published, users will have to accept all mandatory acceptance messages upon logging in or registering into the platform on the corresponding forms on the login page. The platform will not be accessible to a user that has not accepted all mandatory acceptance messages. This applies to the first publication of the first version of the Terms & Conditions, and any publication of a new version of the Terms & Conditions in any language.

Once logged in, users can see more details related to their Terms & Conditions and acceptance from their profile area. Press the menu icon in the top left corner of the page, then press the edit icon (pen button) in the slideout panel.

Terms & Conditions Learners

On the profile page, press the arrow icon in the Terms & Conditions section to refer to the content to which you have agreed in order to access and use your platform. You can flag or unflag any previously selected agreement statements, then press Save Changes. Please note that by unchecking the mandatory Terms & Conditions settings (marked with an asterisk), you will not be able to access and use your LMS again.

Agreeing to the mandatory Terms & Conditions is required to complete your registration and use your platform. To view the Terms & Conditions again, press the View Terms & Conditions button.

Note on the Text Editor

Please note the 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.