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Marketers - Adding Supplemental Terms and Conditions

 As a Partner Admin, you are able to add and manage Supplemental Terms & Conditions that can be used by all or select Marketers within your platform. 

 

Table of Contents


Adding Supplemental Terms from your Admin Account

Adding Supplemental Terms from your Marketer Account


 

Adding Supplemental Terms from your Admin Account

  1. From the Admin Dashboard, click on Supplemental Terms in the left-hand navigation.
  2. To add a new Terms & Conditions, click Upload New Document on the right-hand side. Only PDF and Word Documents are accepted formats. 
  3. From here, you will need to select Manage to determine which Marketers have access to append these terms to their various opportunities.
  4. You can quickly Approve All or Decline All using the Bulk Actions filter. If you remove a Marketer's access to a specific set of terms, you can always decide to Approve the Marketer later to regain use of the terms.
Supplemental Terms - Admin-1

 

Adding Supplemental Terms from your Marketer Account

  1. From your Marketer Account, click on Supplemental Terms in the left-hand navigation.
  2. To add a new Terms & Conditions, click Upload New Document on the right-hand side. Only PDF and Word Documents are accepted formats. 
  3. Once uploaded, the document will move to your Pending tab where it will need to be approved by your Account Admin. 

Please note: If you are an Admin, you are able to approve you own uploads.