At Safari Portal, we understand the importance of privacy when it comes to managing your client data. That is why we operate as a data processor, which means that we simply provide the necessary infrastructure for you to manage your client data yourself.
Our role is to ensure that the infrastructure we provide is secure and reliable, allowing you to seamlessly manage the data in accordance with your own terms and privacy policy.
Safari Portal is committed to protecting the privacy of your clients and upholding the highest data security standards.
How To Publish Your Company Terms & Policies:
In order to unlock the ability to collect and manage client data using Guest Forms, you must first publish your Company Terms & Policies. Clients are required to tick a box that they acknowledge and agree to your company's Terms & Policies when they use the default forms available via Guest Portals.
If you are the account admin, you can publish your Company Terms & Policies by following the steps below:
Step-By-Step Instructions
- Go to Account Settings.
- Click the triangle next to your initial in the top-right corner and select Settings.
- On the Company Settings tab, scroll down to the Terms & Policies section.
- Review and update the Privacy Policy as needed, and click Publish once finished.
- This will now unlock the Guest Forms tab when using Guest Portals.
📌 Note: You will find a Privacy Policy template provided as a courtesy by Safari Portal. Please amend as required and have approved by your own legal counsel. Safari Portal is not liable for your use of this template or any of your other policies.
How This Appears to Your Clients
When clients fill out their Guest Forms in their Guest Portals, they will be required to tick a checkbox confirming their acceptance of your Terms & Policies before submitting the form.
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