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Manage User Agreements

Orchestrator allows an Operator Super User and Operator Standard Administrator to create and manage End User License Agreements. Only an Operator Super User can create an End User License Agreement.

  1. In the Operator Portal, select Administration tab and from the left pane select User Agreements button.
  2. By default, the User Agreement option is de-activated. To activate this option, navigate to the System Properties in the Operator portal, and set the value of the System Property session.options.enableUserAgreements as True. In addition, you can configure the display mode of the User Agreement by defining the Value of the System Property vco.enterprise.userAgreement.display.mode as follows:
    • NONE — The User Agreement is not displayed to any of the Enterprise Users. This is the default value.
    • ALL — The User Agreement is displayed to all the Enterprise Users.
    • WITH_MSPS — The User Agreement is displayed to all the Enterprise Users with MSPS.
    • WITHOUT_MSPS —The User Agreement is displayed to all the Enterprise Users without MSPS.

      The above display settings are applied to all the Customers managed by the Operator. As an Operator, you can override these settings for each Enterprise Customer, as described in Configure Customers.

      Only an Enterprise Super User or Partner Super User can accept a license agreement, based on the System Property settings.

    Once the properties mentioned above are set, the User Agreement page appears in Administration tab.

  3. To create and manage User Agreement, select Administration > User Agreements tab in the Operator portal and perform the following actions:
    Table 1. User Agreement- Options and Descriptions
    Option Description
    New Creates a new End User License Agreement.
    Duplicate Duplicates and creates a copy of the selected User Agreement.
    Download Downloads a copy of the User Agreement details.
    Delete Deletes the selected User Agreements.
    Export Acceptance Report Exports a report of all the customers who have accepted the User Agreements, to a CSV file.
    Note: To update, select the existing agreement in the table and update as required.
  4. Create a User Agreement: Only Operator Superusers and Operator Standard Administrator can create a new user agreement. You can create multiple active user agreements and configure the default one from the list of active user agreements. You can also choose and configure an active user agreement that you want to show for a particular customer.
    Figure 1. User Agreements Screen
    1. In the Administration tab, select User Agreements and select New.
      The User Agreement dialog box appears.
    2. Enter the following information in the User Agreement dialog box:
      Figure 2. Create a User Agreement

       

      Table 2. User Agreement- Options and Descriptions
      Option Description
      Name Enter the name for the user agreement.
      Enabled By default, this check box is selected. If unselected, the user agreement is Inactive.
      Effective Start Date Enter the date from which the user agreement is effective.
      Effective End Date Enter the date until which the user agreement is effective.
      Dialog Title Text Enter a title for the user agreement.
      Dialog Body Text Enter the descriptive user agreement text that would be visible to the Customer.
      Dialog Button Text Enter the text to be displayed on the button that the customer would select to accept the agreement.
    3. Select Create.
      The agreements get displayed on the User Agreements page.
      Figure 3. User Agreement
    4. To delete an agreement, select an inactive agreement and select Delete.
      Note: Active agreements cannot be deleted.
    Note: When an Enterprise Superuser or Partner Superuser logs into the Orchestrator for the first time, a 'User Agreement' message pops up prompting the user to accept the agreement. The user must accept the agreement to get access to the Orchestrator. If the user does not accept the agreement, it gets automatically logged out.