Administrator's Guide: How to Add & Assign Disclaimers

What is a Disclaimer?

A disclaimer is a document that the workspace administrators choose that all members must accept to enter the workspace. If a user declines the disclaimer, they will not be permitted to access the workspace or its data.

How do I Enable a Disclaimer for my Workspace?

To enable a disclaimer for your workspace, follow these steps:

1. Navigate to the Settings page 
2. Select the “Manage Disclaimers” tab
3. Select  "New Disclaimer” and upload the desired document

How to Assign Disclaimers to Individual Users (Multiple Disclaimers)

If you upload multiple documents, you can select the default disclaimer by selecting the title of the document and then selecting the “Make default” button.

 To assign disclaimers to specific members:

1. Upload two or more disclaimers
2. Select “Assign disclaimers to users”
3. Select the checkbox next to the member’s name
4. Select the desired disclaimer or No Disclaimer Assignment if you don't want that member to complete a disclaimer under the “Select Disclaimer Template” drop-down
5. You will then select the Assign to Selection button
6. You can confirm the correct disclaimer (or no disclaimer) has been assigned by reviewing the “Active Disclaimer” column next to the member’s name

Note: Disclaimer must be a .pdf or .doc file type.

For instructions on how to require members to type a signature with the disclaimer, please see: Require Signature on Workspace Disclaimer