How to Set Up Your Free Policies

1. Log into your dashboard
2. Click “Assign License+”, name it after your domain name, and select that you are starting a fresh license. Click the “assign license” button to add it to your dashboard
3. Click “Continue Setup”
4. This first page is the Global License Information page – Please fill out the questions about your website and business. When complete, click “Save” at the bottom of the web page.
5. This brings you to your “License” dashboard, where you can create policies specific to your business and ‘share’ the license with other users.
   1. If you have a contact form, analytics installed, or are collecting any other kinds of PII (Personally Identifiable Information) add a Privacy Policy to protect your agency!
      1. Click the gray “Add Policy+” box, then click ‘Privacy Policy’
      2. Answer the questions on each page, then click ‘submit’. Remember you can click the little “?” icon after most questions if you need help understanding more about the question.
      3. The embed code should be copied and pasted into the body of the Privacy Policy page within your website.
      4. Add a hyperlink to your newly created Privacy Page in the footer of your website (and on forms!).
   2. Limit your liability and protect your business
      1. See steps above (5.1.1.), repeat for ‘Terms of Service Policy’
   3. (US ONLY – COMING SOON FOR CANADA AND UK) If you offer affiliate links, anything that is seen as legal or health advice, or display any 3rd party advertisements on your website, you should add a Disclaimer to your website!
      1. See steps above (5.1.1.), repeat for ‘Disclaimer’.

Upon clicking ‘submit’ for each policy, your embed code will generate. This is what you add to the body of your policy page. Remember that you should create a page for each policy that is generated (here’s why).

If you are having trouble embedding the codes on your website, here is a link to our helpdesk page that explains how to embed on the most used platforms.

 Here’s a video on how to embed the policies onto a WordPress website.