Adding an Agreement

  1. Log in to Harmony Portal.

  2. In the navigation pane, go to Organization > Agreements.

    _images/agreement.png
  3. Click on Add New on top-right of Agreements page. Add/Edit an Agreement slider opens.

    _images/add_agreement.png
  4. Enter the title, select the toggle button either to display the agreement or not. Select the radio button either to display the agreement at the activation page or after login.

  5. Enter the comments, if any, upload the agreement text file and the document preview displays the agreement uploaded.

  6. Click Save.

Editing an Agreement

  1. Log in to Harmony Portal.

  2. In the navigation pane, go to Organization > Agreements.

    _images/agreement.png
  3. To edit an agreement, select image_reference and click Edit. Add/Edit an Agreement slider opens.

    _images/edit_agreement.png
  4. Select the toggle button either to display the agreement or not. Select the radio button either to display the agreement at the activation page or after login.

  5. Enter the comments, if any, upload the agreement text file and the document preview displays the agreement uploaded.

  6. Click Save.

  7. After logging in, welcome notes show all ‘after login’ agreements enabled by the provider. Disabled welcome note agreements will not be shown. Users may choose to ‘hide welcome notes’ for next time, so that it will not be shown upon logging in.

    _images/after_login.png
  8. By clicking on the link highlighted in blue ‘Agreements’, users will be able to see any agreements set by provider. There is no toggle to disable ‘show next time’ here.

    _images/activation_agreement.png
    _images/activation_agreement1.png

Deleting or Disabling An Agreement

  1. Log in to Harmony Portal.

  2. In the navigation pane, go to Organization > Agreements.

    _images/agreement.png
  3. To disable an agreement, select image_reference and click Disable.

    _images/disable_agreement.png
  4. To delete an agreement, select image_reference and click Delete.

    _images/delete_agreement.png