How do I link an e-Consent to a corp user?

Here's how you can link an e-Consent so that any corp user accessing the Corporation Portal has to give consent.

Do you need to capture the consent of the corp users for a specific corporation? Or do you have a standard practice Terms of Use that you need any corp user from any new client to consent to?

Here's how you can link an e-Consent to the Corporation Portal!

First, go to 'Setup' and 'Portal Setup':

Next, select the corporation you want to configure the e-Consent for:

Then you'll select the 'Portal Content' tab and 'Terms of Use' on the left:

Once in the 'Terms of Use' tab, you'll be able to select the Terms of Use (also referred to as e-Consent) and then select 'Apply':

Now when the corp user for that corporation logs into the Corporation Portal, they will be met with the following:

If they accept the consent, they will continue on to the portal. If they decline then they will be denied access to the portal. Also if they decline, a notice will be sent to the case manager letting them know. They can then contact the individual to understand why they declined, and proceed from there.

If they accept, they'll receive the following email for their records: