Create and manage disclaimer
In the context of Zoho Sprints, a disclaimer serves the purpose of educating your workspace users about something that your organization would like to convey at the outset. So, the disclaimer pop-up appears when a new user logs in for the first time or when an existing user who hasn't viewed the latest disclaimer logs in after the disclaimer content is updated. This provides a reliable design to ensure that information transfer is successfully performed and the intended audience has received the information. This way, you or the workspace owner can be guaranteed that the transaction of information is complete in the sense that the users have received it.
Benefits
Although disclaimer can be used as a legal or contractual obligation to which the users agree, it can also help in various other scenarios. You can:
- communicate the norms of your project management system,
- elaborate on the guidelines and best practices to be followed while handling work items,
- provide links to mandatory read articles about organizational goals and policies,
- share policy or SLA related changes, or
- explain plausible legal implications in light of data security issues.
The aspect of consent in the disclaimer exacts a certain level of accountability from your users in adhering to the norms of the organization.
Note: Only the workspace owner can create and manage the disclaimer.
Create disclaimer
To create a disclaimer:
- Click the gear icon at the top-right corner. The Settings window will appear.
- Select Disclaimer under Workspace Settings. The disclaimer window will appear.
- Enter the contents of the disclaimer in the text area. This text editor comes equipped with tools to insert links and formatting options.
- Select the type of users to whom the disclaimer must be displayed.
- New User: Select this option to display the disclaimer to users who log in to the workspace for the first time.
- Existing User: Select this option to display the updated disclaimer to existing users who log in for the first time after the disclaimer is updated. These users would have already accepted the previous disclaimer, but you need their consent for the modified contents.
- Click the Save button to save the disclaimer. Once saved, the disclaimer will be displayed to all users who log in to the workspace. The users will have to accept and only then proceed to their respective items or modules.
View disclaimer history
The disclaimer history tracks the modifications in the disclaimer. From the time of creation, all the updates are captured here. The View Details link provides information on the changes.
To view disclaimer history:
- Click the gear icon at the top-right corner. The Settings window will appear.
- Select Disclaimer under Workspace Settings. The disclaimer window will appear.
- Click the History button at the top. The Disclaimer History window will appear with a time-stamped record of the changes.
- Click the View Details link to view the changes.
Updated disclaimer
To update the disclaimer:
- Click the gear icon at the top-right corner. The Settings window will appear.
- Select Disclaimer under Workspace Settings. The disclaimer window will appear.
- Modify the disclaimer content.
- Click the Update button. A confirmation pop-up will appear.
- Select whether you want to display the updated disclaimer to existing users who have already accepted the previous disclaimer. (It is advisable to display the updated disclaimer to existing users.)
- Click the Update button. The disclaimer will be updated.
View users
Click the View User Acceptance button to view users based on those who have accepted the disclaimer and those who are yet to accept.
Delete disclaimer
To delete the disclaimer:
- Navigate to the Disclaimer window.
- Click the Delete button at the bottom. A confirmation pop-up will appear.
- Click Delete. The disclaimer will be deleted and will no longer be displayed to users.
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