4h ago
Capture legal consent when a client grants access
Some agencies, especially those working with medical or regulated clients, need more than the technical grant. They need a record that the client agreed to a specific disclaimer at the moment they gave access.
The idea: let the agency add a custom disclaimer text to an access request, show it on the authorization page with a required consent checkbox, and store the text, timestamp and granting identity against the request. The same details would be shown in the connection details in your dashboard and included in the webhook payload, so your CRM can file it as the audit record.
Open question we would like your input on: should the disclaimer be set per request, or as an account-level default that every request inherits?
Reviewing