Evotix Learn (the Evotix training and learning platform) allows administrators to create custom Terms and Conditions and Privacy Policy pages that users must accept before accessing the platform. Administrators create these pages using the Pages section of the Learn Admin Area, assign them via Access Control, and can translate the page content to support multilingual deployments. Acceptance can be reset at any time, requiring all users to accept the updated content. The main user listing reflects acceptance status and includes filter options for tracking which users have accepted.
Prerequisites
- System Administrator access to the Learn Admin Area.
- The custom page content (Terms and Conditions text, Privacy Policy text) must be prepared in advance before creating the pages.
- For multilingual deployments: additional languages must be enabled on the platform. Contact your System Administrator to configure languages via Global Languages.
Overview
In Evotix Learn, the Terms and Conditions page and Privacy Policy page are optional features that, when configured, present users with a mandatory acceptance step before they can access the platform. These pages are created as standard custom pages within Learn and then assigned specifically as the Terms and Conditions or Privacy Policy page via the Access Control settings.
Both pages support translation using the existing Learn language translation pattern, ensuring that users can accept content in their preferred language.
Steps
Step 1: Create the Terms and Conditions and Privacy Policy Pages
The first step is to create the custom pages containing the content users must accept. This follows the same process used to create any custom page in Learn.
- In the Learn Admin Area, navigate to Pages in the left-hand menu.
- Click Add New.
- Enter the page content -- for example, the Terms and Conditions text or the Privacy Policy text. The page title can be set to any title at this stage.
- Click Publish to save and publish the page.
Repeat this process to create the second page (either the Terms and Conditions or Privacy Policy, whichever was not created first).
Note: Both pages must be published before they can be assigned in Access Control. A page in draft state will not appear as an available option.
Step 2: Assign the Pages as Terms and Conditions and Privacy Policy
Once the pages are created and published, the administrator assigns them as the designated Terms and Conditions page and Privacy Policy page.
- In the Learn Admin Area, navigate to Access Control in the left-hand menu.
- Select Access Control from the submenu.
- Locate the Terms and Conditions dropdown and select the appropriate custom page from the list.
- Locate the Privacy Policy dropdown and select the appropriate custom page from the list.
- Save the configuration.
Note: Any published custom page in Learn appears as an option in these dropdowns. Both dropdowns also include an option to disable the Terms and Conditions or Privacy Policy page if they are not required.
Step 3: Translate the Page Content
The Terms and Conditions and Privacy Policy pages follow the existing Learn language translation pattern. If the platform supports multiple languages, translated versions of the page content can be added for each language.
- In the Learn Admin Area, navigate to Pages and open the page to translate.
- On the Page Edit screen, locate the Language Primary option.
- Click Change next to the Language Primary option.
- The system displays all languages available within the Learn account.
- Select the target language.
- Enter the translated page content in the relevant fields.
- Click Publish to save and make the translated content available to users who have that language selected.
Repeat this process for each language that requires a translation.
Step 4: Reset Acceptance
If the Terms and Conditions or Privacy Policy content is updated, administrators can require all users to accept the new version again by clearing the existing acceptance records.
- In the Learn Admin Area, navigate to Access Control > Access Control.
- Click Clear T&Cs to reset acceptance for the Terms and Conditions, or click Clear Privacy Policy to reset acceptance for the Privacy Policy.
- A confirmation message appears. Confirm the action to proceed.
- The system begins the process of clearing acceptance for all users.
- Once the process is complete, an on-screen notification confirms that the Terms and Conditions or Privacy Policy acceptance has been cleared.
Important: This will take effect at midnight in the default time zone set for your Learn account. All users will need to accept the new content after that.
Checking Which Users Have Accepted
The main user listing in the Learn Admin Area displays acceptance status for both the Terms and Conditions and Privacy Policy pages.
- The user listing has been updated to reflect acceptance information directly on each user record.
- Filter options are available to search for specific scenarios -- for example, to identify users who have not yet accepted the Terms and Conditions or Privacy Policy.
To check acceptance status:
- In the Learn Admin Area, navigate to Users.
- Review the user listing, which includes acceptance status columns for both pages.
- Use the available filter options to narrow results by acceptance status.
Important Notes
- Both the Terms and Conditions page and the Privacy Policy page must be published before they can be assigned in Access Control.
- The dropdowns in Access Control include an option to disable either page if it is not needed.
- Resetting acceptance does not delete the page content -- it only clears user acceptance records, requiring all users to accept again after midnight in the account's default time zone.
- Translated page content follows the same language pattern as all other Learn content. The learner sees the version in their device language if a translation has been provided; otherwise, the default language version is displayed.
AI Metadata
- Product Area: Evotix Learn -- Administration, Access Control, Terms and Conditions, Privacy Policy
- User Role: System Administrator (to create, assign, translate, and reset T&C and Privacy Policy pages)
- Tags: Terms and Conditions, Privacy Policy, Learn Admin Area, Access Control, Pages, user acceptance, reset acceptance, multilingual, translation, Clear T&Cs, Clear Privacy Policy, user listing, filter
- Version/Region: All versions of Evotix Learn; applicable across all regions
- Important Synonyms: Terms and Conditions = T&Cs = Terms page; Privacy Policy = Privacy page; Access Control = Access Control settings; Clear T&Cs = reset T&C acceptance = clear acceptance; Pages = custom pages = Learn pages; Learn Admin Area = admin back-end = Learn admin interface
- Suggested Embedding Keywords: terms and conditions Learn, privacy policy Learn, create terms and conditions Learn, assign T&C Learn, reset terms and conditions Learn, clear privacy policy Learn, user acceptance Learn, who has accepted T&C Learn, translate terms and conditions Learn, Access Control Learn admin, configure privacy policy Learn
- Relevant Modules: Evotix Learn (Administration, Access Control, Pages, User Management)
- Cross-Module Implications: This workflow is scoped entirely within Evotix Learn. No Assure configuration is required. The Terms and Conditions and Privacy Policy pages are managed within the Learn Admin Area and apply to all Learn users at the point of platform access, before any training content is presented.