Navigation Menu: Settings > Terms


TIP: For best results, use Google Chrome when working in the platform

 

Overview: 

This section will teach you how to administer terms and conditions for end-customer click-through compliance. End-user terms and conditions are specific to the cloud providers linked with the products.


The platform records users' click-through acceptance and allows customers to print or download a copy of the click-through terms at the point when acceptance is required and necessary to proceed. Click-through terms are confirmation of a user's agreement to an online contract. 


Term Types:

The table below lists the category of click-through terms available in the platform:


Term Name    Applies to...Description                           
Customer cloud account provision: additional seller/reseller terms

End Customer

These click-through terms display when a customer requests the creation of new cloud accounts within the customer portal.  These are the cloud vendor's end-customer license terms.

Customer cloud account provision: Software EULA

End Customer

Terms entered here are optional and specific to any value-added solutions a reseller may be offering to end customers via the customer portal.

Customer Signup EULA

End Customer

Terms entered here contains the acceptable use policy for the platform

ProductEnd CustomerPass through vendor-specific end-customer terms based on the supplier you are authorized to resell.  These terms apply to products purchased through the Marketplace.


You can customize:

  • Customer signup end user license agreements (EULAs)
  • Product-term agreements
  • Cross-account partner relationships
  • And so on...


Settings > Terms > Customer EULA

How the Click-through Terms works

When a user initially signs into the portal, they are presented with the platform's Customer Acceptable Use Policy (AUP) or Customer EULA. Then a list of click-through terms appears for each account, subscription, product, or request. The quick display of product terms as the following set of click-through terms could potentially be an option for a user. Product terms are displayed based on your platform management console authorization.

 

To accept the terms, a user clicks "Agree" or "Accept" on a button on the terms dialog box or window in the customer portal. When a user declines or closes the window, it signifies rejection. The user will be unable to utilize the site or purchase cloud products or services if they are rejected. (if appropriate) For their records, the customer can email or print a copy of the terms.


Reseller viewing Customer EULA Reports (Reseller's StreamOne Ion Account)

Reports > Customer > Customer EULA Report


 

The platform tracks the actions associated with all click-through terms types in the Customers EULA Report.  This report captures the email address of the user, IP address, date, time, and type of terms accepted.  The report also allows you to download a copy of the accepted terms.   To run a report, follow the steps below:


  • Select the Reports module
  • Select Customers
  • Select the Customer EULA Report
  • Select a date range (month, quarter, year) 
  • From the Options drop-down, you can customize and filter the report as well as export.
  • Download PDF, if needed.
  • Download or export CSV files, if needed.


When/if the terms are updated, the EULAs and Terms must be reactivated (Rearmed) so that customers will accept the new terms the next time they sign in. 


To modify the Terms, go to Settings > Terms > Double-click on the specific term > Update or edit the terms > Toggle button in the 'On' position to Rearm the Agreement > Save  



Customer Portal View

Sample Customer Signup EULA: Edited to include a Reseller's Purchase Terms


Sample AWS Solution Provider Program Agreement and Program Guide


To submit a support request, in StreamOne Ion, click the "?" icon in the upper right menu bar or click the Support button in the menu. Alternatively, you can click Submit a ticket in the Knowledge Base. Fill out all mandatory fields, or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.