> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/applications-overview/setup-terms-privacy-pages.md).

# How to Set Up Terms & Conditions and Privacy Policy Pages

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Experience Manager**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Dashboard**: Switch to **Pro Dash** if you are not already on it: click **Hello, \[Your Name]** in the top-right > **View Profile** > set **Dash Version** to **Pro**.

### Instructions

1. Navigate to [**ENGAGE > Manage Pages**](https://control.peoplevine.com/pages?page_type=content).
2. Click **CREATE A PAGE**.
3. In **The Basics**, enter:
   * **Page Name** — Internal label (e.g., "Terms and Conditions"). Not visible to the public.
   * **Page Title** — Displayed in the portal (e.g., "Terms & Conditions" or "Privacy Policy").
4. Set **Building Method** to **Use Simple Editor**.
5. Paste your policy text into the editor. Word documents paste most cleanly.
6. In **Settings**, set **Page Status** to **Active**.
7. In **SEO & Options**, in the **Add a Keyword** field, enter:
   * **`terms`** — for your Terms & Conditions page
   * **`privacy`** — for your Privacy Policy page

> **Important**: This keyword is what tells the member portal to use this page as the Terms or Privacy link. Without it, the portal will not display your custom policy.

8. Click **CREATE NOW**.

### Best Practice

Create both a Terms & Conditions page and a Privacy Policy page so the portal footer links are both active. Review and update these pages whenever your legal team revises the policies.

### What Happens Next

* **On the member side**: The portal footer displays links to the Terms and Privacy pages. Members and applicants can access them at any time.
* **Next step**: To build and manage other content pages for the portal, see: [How to Manage Pages](/products/portal-overview/manage-pages.md).

***

*Last updated: 2026-06-21*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/applications-overview/setup-terms-privacy-pages.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.