Customizable panelist legal documents FAQ

Partner-owned panel managers can easily maintain existing legal documents, add additional content, and support documents in multiple languages.

Legal documents, including terms, privacy notice, and the cookie policy, live in the panel system. They include the latest content, support for multiple languages, legal names for partner-owned panels, and links to additional legal content.

This improves the efficiency of maintaining legal documents, ensures accuracy of contractual and compliance information with ease, and helps maintain version control of legal documents.

The Account Team enables the customization feature for partner-owned panels in Engage.

To access it.

1. Navigate to the panel you wish to update with legal information.

2. Go to legal.

3. Amend details as required.

Panel owners can then add a multi-line panel owner name that appears in all legal documents and standard legal links (terms and privacy notice). These are included in the registration forms, the panelist portal, and the cookie policy linked within the privacy notice.

Panel owners can also add links to additional legal content, such as custom terms or privacy notices, clearly labeled and positioned next to the default links.

Using template variables (e.g., {{panel_owner}}, {{terms_link}}, {{privacy_link}}, etc.) ensures that the content is consistent across all panels.

All legal documents are managed as version-controlled markdown files in English, German, French, and Spanish. Each shows a "last updated" date.

Users pick their language, with English as the backup. All documents will be hosted in the Engage portal.

You can choose from English, German, Spanish, and French from a drop-down menu available for each hosted document in the Legal overview section of Engage.

Panelists will be able to access legal documentation in the panelist portal's legal overview page.

Panelists will be able to see all key legal information and documents.