Acceptance of Terms and Conditions for portal users

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  • partomas
    Active Community Member
    • Sep 2018
    • 350

    #1

    Acceptance of Terms and Conditions for portal users

    It would be good to have "Acceptance of Terms and Conditions" popup at the first time use. It's need to have a saved consent from customers of his acceptance. There are a sample how it could looks like. Of course it could be user not only in portal, but for regular users as well.
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  • daledavies
    Junior Member
    • Feb 2026
    • 3

    #2
    I'm quite interested in how something like this might be achieved too for portal users, regular users for us would be our own employees.

    Have you found any plugins that could be used to implement this?

    Comment

    • jamie
      Senior Member
      • Aug 2025
      • 226

      #3
      yes me as well

      Comment

      • sapyantuk
        Senior Member
        • Oct 2020
        • 277

        #4
        In addition, I would like to request an enhancement to this feature:
        • The system should allow different Terms and Conditions to be configured for each portal.
        • The Terms and Conditions must be dynamic, so administrators can define and manage separate content for different portals.
        • This will ensure that users accessing different portals are presented with the relevant and appropriate Terms and Conditions based on the portal they are using.

        Comment

        • rabii
          Active Community Member
          • Jun 2016
          • 1374

          #5
          If anyone is interested - i have built a commercial extension in the past which does the job. The idea was when the user log into the crm a modal displaying terms and conditions should popup and the user can agree to them or disagree - if agree then this is added to the user's session - same applied if they cancel. see attached screenshot from previous extension.

          The terms and conditions is configured by the admin under settings.

          Probably might need some adjustment to save info in database rather than session.

          Click image for larger version  Name:	terms.png Views:	0 Size:	301.9 KB ID:	124487

          If there is enough interest i would improve and release as commercial extension.
          Last edited by rabii; Yesterday, 08:24 AM.
          Rabii
          EspoCRM & Web Dev

          🔗 See what I’ve built for EspoCRM

          Comment

          • daledavies
            Junior Member
            • Feb 2026
            • 3

            #6
            Hi Rabii,

            Thank you for your reply. I think we would definitely be interested, this looks just like what we need.

            Will this work for portal users too, ideally could it be configured to work for just portal users if needed (in our case portal users are clients, normal users are staff and wouldn't need to accept the terms). Also would there be the ability to report on the acceptance state for each user? We have the Advanced Pack for reporting.

            Thank you again
            Dale
            Last edited by daledavies; Yesterday, 02:16 PM.

            Comment


            • rabii
              rabii commented
              Editing a comment
              Hey Dale,

              This works for all type of users but i can customize this to your specifications if you share with me. Send me a message with your requirements and i am happy to implement.

              Thanks
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