Upload Your Privacy Policy and Terms of Service to TeamUp
Last week, Matt wrote about improvements we’re making in advance of GDPR. Today, I’m pleased to announce the release of a feature we’re calling Policies.
We’ll always ask customers to opt in to TeamUp’s own Privacy Policy and Terms of Service. Businesses can add their own Privacy Policy, Terms of Service, or any other policy to TeamUp. New and existing customers will be prompted to agree to these policies on the Customer Site. TeamUp will record customers’ acceptance of these policies.
Here’s a quick run-through of the feature. Policies live in the Documents/Questions section.
We want to highlight two important fields you’ll see when you create a Policy: Effective date and Text location.
Effective date controls when a policy goes into effect (as you might have guessed!) When a policy is in effect, all customers must agree to the policy before using the Customer Site. New customers must agree to these policies on the signup form. Existing customers will be prompted to agree to the policy from within TeamUp.
Text location controls where the text of your policy lives. Most of the time, you’ll upload the text of your policy directly to TeamUp. You’ll also have the option to host the policy at an external URL. In that case, “View policy” will take the customer to that external URL to review your policy.
Policy Versions
For obvious reasons, TeamUp does not allow you to edit the text of a policy customers have already agreed to. We understand that sometimes you need to make non-material changes to policies. That’s why we built versions.
In the example above, customers who sign up on or after 23 May will agree to the 2018–5–23 version, while customers who sign up before that will agree to the 2018–5–14 version. TeamUp logs which version of a policy each customer agrees to, and the text of a given version can never change, so you’ll always have a record of exactly what the customer agreed to.
A customer only accepts a policy once, even if you add a new version. If a change requires customers to re-agree, you should make a new policy.
GDPR, and a Look Ahead
We’ve spent quite a bit of time thinking about GDPR, and we’re excited about the resulting features we’re building. It’s easy to get bogged down in the nuances of rules and regulations, but I’ve been impressed by the dialogue GDPR has sparked within our company and with our customers about the spirit of the regulations. Features like Policies make it easy for businesses to be thoughtful and transparent about the data they collect.
We’ll soon release another exciting feature: Marketing Preferences. This feature will allow businesses to collect an optional explicit opt-in from customers for marketing messages.
Look for more details in the coming days. Until then, let us know what you think about Policies.
