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Configure Video Call Terms and Conditions
Add terms and conditions that participants must review and accept upon joining a video call.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To manage video call settings: | Life Sciences Commercial Admin permission set |
| To create, edit, or delete library permissions: | Manage Content OR Manage Salesforce CRM Content |
| To create libraries: | Create Libraries OR Manage Salesforce CRM Content |
Before you configure the video call terms and conditions, create a remote engagement Experience Cloud site.
- From Setup, in the Quick Find box, search for and select Salesforce CRM Content.
- Enable Salesforce CRM.
- From the App Launcher, find and select Files, and then select Libraries.
- Create a library called Terms and Conditions.
- Open the Terms and Conditions library, and then select Add Files.
-
Upload a file that contains your terms and conditions. To use the file for the correct user
language, make sure that the file is an .html file and that the file name has the language code
appended. For example, for US terms and conditions in English, use
Terms_en_us.html.
Tip To support terms and conditions in multiple languages, make sure that the Language Selector component is added to the Experience Cloud site and that the additional terms and conditions files are uploaded to the library. - On the Terms and Conditions library page, select Manage Members.
- Grant viewer access to Experience Cloud site users and guest users.
- Open your Experience Cloud site in Builder, and then edit the video call page.
- Select the HCP Remote Platform Conference component, and in the Enter the Terms and Conditions Base Name field, enter Terms.
- Save and activate the page.
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