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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit Organization Policies

  • Updated:

Organizational Policies allows you to enter and edit your organization's policies for the public to view on their CivicRec account.

 

 

Instructions

  1. Navigate to Configuration > Organization > Organization Policies
    org policies
  2. Navigate through tabs to edit your policies via the text boxes
    policy tabs
    • Cancellation Policy: Set the policy that applies to cancellations
    • Refund Policy: Edit your refund policy
    • Privacy Policy: Enter the policy you have for protecting the privacy of users
    • Terms and Conditions Policy: Modify your terms and conditions
  3. Click Update [Type] Policy at the bottom of a page to save changes
    update policy

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