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Consent templates

Consent templates are the legal/compliance documents members must accept — terms of membership, code of conduct, photo release, hazing prevention, FERPA, etc. GreekManage tracks who accepted what version on what date for audit and discovery.

Org → Settings → Consent templates.

You'll see every template, with version number, status (Draft, Published, Archived), and acceptance count.

The consent templates list. The consent templates list.

Create a template​

  1. Click New template.
  2. Set:
    • Title (e.g., "Code of Conduct 2026")
    • Type — Membership, Photo Release, Code of Conduct, Hazing Prevention, FERPA, Custom
    • Required at:
      • Sign-up (every new member must accept)
      • Annually (members re-accept each year)
      • One-time (existing members must accept once)
      • On demand (manually triggered)
    • Body — the text members will read. Markdown supported. Add headings, links, bullet lists.
    • Signature requirement:
      • Click to acknowledge (least friction)
      • Type full name (medium)
      • Drawn signature (most rigorous; uses a canvas signature pad)
  3. Click Save as draft.

Preview before publishing​

Click Preview to see exactly what members will see — including any signature step.

Publish​

When ready:

  1. Open the draft.
  2. Click Publish.
  3. Confirm the publication date and effective date.

Once published, the template is immutable. To change it, create a new version.

Versioning​

Each published template has a version number (v1, v2, v3…). To update content:

  1. Open the published template.
  2. Click New version.
  3. The body is copied; edit it.
  4. Save and publish.

Members who already accepted the previous version are prompted to accept the new version on their next login (if it's a "Required" template).

Track acceptances​

Open any published template to see:

  • Total acceptances (count + percentage of eligible members)
  • Per-member status (accepted, pending, declined)
  • Timestamp of each acceptance
  • IP address (for audit)
  • Signed name / drawn signature (if applicable)

Export the acceptance log to CSV for legal records.

Decline handling​

What happens if a member declines a required consent:

  • They're blocked from the action that requires it (sign-up, annual renewal, etc.)
  • Org admin gets a notification
  • The decline is logged

Most orgs follow up offline before enforcing access blocks.

Archive a template​

When a template is no longer used:

  1. Open it.
  2. Click Archive.
  3. Acceptances are preserved; new prompts stop.

Tips​

  • Have legal review templates before publishing. They're contracts.
  • Keep version history. Discovery can request "the version of the code of conduct in effect on January 15, 2026."
  • Use markdown sparingly. Plain language and short paragraphs read better on mobile.
  • Test the signature flow on phone and desktop before publishing — drawn signatures behave differently across devices.