The Beta Agreement and Privacy Policy
Step 8 of the setup checklist, and the only one that's manual rather than automatic — it's marked reviewed by hand, once you've actually looked at both documents.
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What each document covers
The Beta Agreement sets expectations for the beta period itself: what's still being built, that features can change, and how feedback and issues are handled. The Privacy Policy covers how tenant, owner and vendor data is collected, used and stored — including what's sent to Anthropic for the AI leasing chatbot and AI rent pricing, if your organization uses either.
An administrator accepts the Beta Agreement on behalf of the whole organization when they register (or from this checklist step afterward); every other staff member individually accepts the same two documents the first time they log in.
Reviewing and marking it done
Read both documents at /legal/beta-agreement and /legal/privacy, then use “Mark reviewed” on this checklist step. If either document is later revised in a way that matters — a version bump, not a typo fix — everyone who accepted the old version is asked to accept the new one the next time they log in.
If a staff member is blocked, or your organization has no administrator
Common questions
Do tenants, owners and vendors see the same documents? No — each portal has its own Terms of Service tailored to that persona, plus the same Privacy Policy. They accept on first login the same way staff do.
I accepted these once already — why am I being asked again? The document changed in a way that re-gates everyone who accepted the old text (a real revision, not a typo fix). The current version and its effective date are shown right on the document itself.