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VidyoEngage Tenant Admin: Managing Terms and Conditions

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The VidyoEngage™ TERMS AND CONDITIONS page displays all the terms and conditions configured in the system specific to your organization that you want your customers to know about and adhere to while interacting with your agents on a regular basis. If there are more than 10 terms and conditions in the system, you can search the terms and conditions using the Manage Terms & Conditions search field or by clicking the red arrow at the bottom of the TERMS AND CONDITIONS page. Only 10 rows will display per page.

terms_and_conditions.png

Adding Terms and Conditions

To add terms and conditions:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the TERMS AND CONDITIONS tab.

  3. Click PlusButton.png to add new terms and conditions.
    The Add Terms and Conditions pop-up appears.

    AddTerms.png

  4. Select the appropriate language from the Language drop-down.

  5. Enter your terms and conditions in the Terms and Conditions text box.

  6. Enter a value in the Priority field, which is used to display the list of videos in a sequence.

  7. Click the Save button to save all changes.

Editing Existing Terms and Conditions

To edit existing terms and conditions:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the TERMS AND CONDITIONS tab.

  3. Click PencilButton.png in the Action column for the appropriate terms and conditions that needs to be edited.

    terms_and_conditions_edit.png

    The Update Terms and Conditions pop-up appears.

    UpdateTerms.png

  4. Edit the appropriate fields as necessary.

  5. Click the Save button to save all changes.

Deleting Existing Terms and Conditions

To delete existing terms and conditions:

  1. Log in to the VidyoEngage Tenant Admin UI using your Tenant Admin account.
    For more information, see Logging in to the Tenant Admin Portal.
    The USERS page appears by default.

  2. Click the TERMS AND CONDITIONS tab.

  3. Click XButton.png in the Action column for the appropriate terms and conditions that needs to be deleted.

    terms_and_conditions_delete.png

    A confirmation pop-up appears.

    DeleteTermsConfirm.png

  4. Click the Ok button.
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