Policies

View and accept platform policies, including terms of service, compliance requirements, and operational guidelines

Overview

Policies are official documents created by the platform administrators that define terms, conditions, and requirements for suppliers using the Curosa platform. These documents outline important information about your relationship with the platform, including compliance standards, operational guidelines, and legal terms.

Accepting policies is required to confirm you've read and understood the terms, maintain compliance with platform requirements, and continue selling on the platform. The system tracks which policies you've accepted, when you accepted them, and which version you accepted.

Understanding Policies

Policies are official documents that define:

Terms and conditions for suppliers using the platform
Platform rules and requirements you must follow
Compliance standards for operating on the platform
Operational guidelines for day-to-day business activities

Policy Components

Each policy includes:

Name: A clear title (e.g., "Supplier Terms of Service", "Privacy Policy", "Code of Conduct")
Description: A brief summary of what the policy covers
Content: The full policy text formatted for easy reading
Version: A version number that increments automatically when the policy content is updated
Status: Whether the policy is active and available for acceptance

Why Accept Policies?

Accepting policies is required to:

Confirm understanding: Confirm you've read and understood the terms and conditions
Maintain compliance: Ensure you're meeting platform requirements and compliance standards
Continue operations: Maintain full access to platform features and continue selling
Legal protection: Provide legal protection for both you and the platform

When you accept a policy, the system records:

When you accepted it (date and time)
Which version you accepted
Who accepted it (your user account)

This creates an audit trail showing that you've reviewed and agreed to the policy terms.

Accessing Policies

To view and manage policies:

Navigate to Settings in the sidebar navigation
Click on Policies

The Policies page displays all active policies assigned to your supplier account.

Tip: You may also see a "Policies To Accept" widget on your dashboard if you have unaccepted policies that need your attention. Click on any policy card in the widget to view and accept it.

Viewing Policies

The Policies list shows all active policies assigned to your supplier account. The table displays:

Name: The policy title
Description: Brief summary of what the policy covers
Current Version: The latest version number of the policy
Accepted At: When you accepted this policy (if accepted)
Accepted Version: Which version you accepted (if accepted)
Accepted By: Which user from your account accepted it

Note: Only active policies of type "Supplier" are shown in this list. Policies are managed by platform administrators and cannot be created or edited by suppliers.

Viewing a Policy in Detail

To view the complete policy content:

Find the policy in the Policies list
Click the Actions menu (three dots) on the policy row
Select View

The view page displays:

Basic Information: Policy name, description, and current version number
Acceptance Information: Details about when and by whom the policy was accepted (if applicable), including the version that was accepted
Content: The full policy text formatted for easy reading

Tip: Read through the policy content carefully before accepting to ensure you understand all terms and requirements.

Accepting a Policy

To accept a policy:

Navigate to the policy using View from the Actions menu (or click on it from the dashboard widget)
Read through the policy content carefully to ensure you understand all terms and requirements
Once you've reviewed the content, click the Accept Policy button in the header
A success notification will confirm your acceptance

Important Notes:

When you accept a policy, the system records the current version number. This creates a record of which version you agreed to.

If a policy is updated later (content changes), the version number will increment automatically.

You may need to review and re-accept updated policies if required by the platform administrators.

Any user with access to your supplier account can accept policies, and the system records which user performed the acceptance.

Tip: Keep a record of when you accepted policies, as this information may be useful for compliance purposes or if you need to reference your acceptance history.

Policy Versions

Policies are versioned to track changes and ensure transparency:

Starting Version: Policies start at version 1.0
Version Updates: When the policy content is updated, the version increments by 0.1 (e.g., 1.0 → 1.1 → 1.2)
Acceptance Tracking: Your acceptance records which version you accepted, creating an audit trail
Change Awareness: Version tracking helps you stay aware of policy updates and changes

Note: When a policy is updated, you'll see the new version number in the "Current Version" column. If you need to re-accept an updated policy, it will appear in your unaccepted policies list.

Unaccepted Policies

If you have policies that haven't been accepted yet:

They will appear in the "Policies To Accept" widget on your dashboard
The widget shows up to 4 unaccepted policies at a time
Click on any policy card in the widget to view the full policy content and accept it
You should accept all required policies promptly to maintain full access to the platform

Important: Unaccepted policies may limit your access to certain platform features. Accept all required policies as soon as possible to ensure uninterrupted access to your account and platform features.

The "Policies To Accept" widget on your dashboard provides quick access to policies that need your attention:

Quick Access: Click directly on policy cards to view and accept them
Priority Display: The widget highlights policies that require immediate attention
Easy Navigation: Accept policies directly from the dashboard without navigating to the Settings page

Common Questions

Can I create or edit policies?

No, policies are created and managed by platform administrators only. Suppliers can view and accept policies, but cannot create, edit, or modify them. If you have questions or concerns about a policy, contact your account manager.

What happens if I don't accept a policy?

Unaccepted policies will appear in your dashboard widget. You may have limited access to certain platform features until required policies are accepted. It's important to accept all required policies promptly to maintain full platform access.

Do I need to re-accept policies when they're updated?

The system records which version you accepted. If a policy is updated and you need to re-accept it, you'll see it in your unaccepted policies list again. The platform will notify you when policies are updated and require re-acceptance.

Can I see the history of my policy acceptances?

Yes, the policy view page shows your most recent acceptance details, including:

When you accepted it (date and time)
Which version you accepted
Which user from your account accepted it

This information is displayed in the "Acceptance Information" section when viewing a policy.

Who can accept policies on behalf of my supplier account?

Any user with access to your supplier account can accept policies. The system records which user performed the acceptance, creating an audit trail. This allows team members to accept policies as needed while maintaining accountability.

What if I have questions about a policy?

If you have questions about a specific policy or need clarification on any terms:

Review the policy content carefully in the view page
Contact your account manager for clarification
Reach out to platform support if you need additional assistance

Tip: It's important to understand all policy terms before accepting. If anything is unclear, don't hesitate to ask for clarification.

Best Practices

Reviewing Policies

Read Carefully: Take time to read through policy content thoroughly before accepting
Ask Questions: Contact your account manager if any terms are unclear or if you have concerns
Keep Records: Note when you accepted policies for your own records
Stay Updated: Check for policy updates regularly, especially if you see notifications

Managing Acceptances

Accept Promptly: Accept required policies as soon as possible to avoid access limitations
Team Coordination: Coordinate with your team about who will accept policies to avoid confusion
Version Awareness: Be aware of policy versions and re-accept updated policies when required
Regular Checks: Periodically review your accepted policies to ensure everything is up to date

Troubleshooting

Policy Not Appearing in List

Issue: A policy you expect to see doesn't appear in the Policies list.

Possible causes:

The policy is not active (only active policies are shown)
The policy is not assigned to your supplier account
The policy type is not "Supplier" (only supplier policies are displayed)

Solution: Contact your account manager if you believe a policy should be visible but isn't appearing.

Cannot Accept Policy

Issue: The "Accept Policy" button doesn't appear or doesn't work.

Solution:

Ensure you're viewing the policy (not just the list)
Check that you have appropriate permissions to accept policies
Refresh the page and try again
Contact support if the issue persists

Policy Version Confusion

Issue: You're unsure which version of a policy you accepted.