Set an organization access banner

An access banner shows organization members a message they must accept before they can use Bearly. Only an organization Admin can configure it.

Configure the banner

1. Open your account menu and follow Organizations → your organization → Overview.

2. Find Access banner and select Configure.

3. Turn on Show access banner.

4. Enter the Heading and Message (Markdown) that members should see.

5. Set the Accept button text. The default is Accept & Continue.

6. To give members a way to leave without accepting, turn on Let members sign out. This adds a Sign out button; its text and action cannot be changed.

7. Choose a Frequency:

   • Session — once each time the app or browser is opened.
   • Daily — once every 24 hours after acceptance.
   • Weekly — once every 7 days after acceptance.

8. Review the preview as you edit. Select Open preview to see the full banner.

9. Select Save banner.

Bearly confirms with Access banner saved. The collapsed setting shows Enabled and the selected frequency.

Note

Acceptance is remembered separately in each browser or app installation. A member may be asked again after switching devices, using another browser, or clearing local app or browser data.

What members see

The banner appears before Bearly can be used. A member must select the accept button to continue. If Let members sign out is on, they can select Sign out instead.

Saving changes to an enabled banner creates a new version. Members are asked to accept the updated banner even if their previous acceptance would otherwise still be current.

Edit or turn off the banner

Return to the organization’s Overview, find Access banner, and select Configure.

• To change the banner, edit its settings and select Save banner.
• To discard unsaved edits, select Discard changes.
• To stop showing the banner, turn off Show access banner and select Save banner. The collapsed setting then shows Off.

If Save banner is unavailable, add a heading and accept-button label, and add a message before turning the banner on. The heading can contain up to 120 characters, the accept-button label up to 80 characters, and the Markdown message up to 20,000 characters.

Related: Create and manage an organization and Add and manage organization members