My agreements

My agreements · Help

"Which agreement did I accept, and when?" usually comes to mind only when something goes wrong. My user settings › My agreements keeps the version, the date and the context of every document you accepted, and it is also where you give or withdraw your marketing consent. This guide covers both sections.

💡 This screen belongs to your user account and needs no permission. It opens even if you have no portfolio. Records cannot be deleted: withdrawing a consent does not erase the past entry, it adds a new one.

What it is for

It does two jobs:

Shows your consent history. Which document, at which version, when and why you accepted it.
Manages your marketing consent. Whether you want campaign and announcement e-mails and SMS.

The screen has two collapsible sections: Commercial electronic messages and Consent history.

How to reach the screen

Click your user card at the bottom left.
Pick My agreements from the menu.

Commercial electronic messages

The first section. Its description: "Consent to receive campaign and product announcements by e-mail and SMS. You can change it at any time."

The section holds a badge and a button:

Consent given (green badge) with a Withdraw consent button.
No consent (grey badge) with a Give consent button.

Press the button and the state changes at once, with a notice: "Your marketing consent has been saved." or "Your marketing consent has been withdrawn."

This consent binds marketing messages only. Even without it, e-mails about how the service runs keep arriving: password resets, sign-in verification codes, team invitations, order and payment notifications, connection-dropped alerts. Those are not commercial messages; they are necessary for using the service.

⚠️ Withdrawing consent does not erase history. Both your earlier consent and the withdrawal stay as separate rows in the consent history table. That is what a legal record requires.

The second section, a four-column table.

Document

The name of the document you accepted. Underneath, in small type, two pieces of information: the version number and the context.

The version matters: agreements are updated over time, and which text you accepted is identified by its version. When an agreement is updated, the panel has you accept the new version and adds a new row to the table; the old row is not deleted.

The context says where you gave the consent. There are eight contexts:

Sign-up — while registering for the panel.
Sign-up with a social login — while registering with Facebook or Google.
Sign-up by invitation — while creating an account after being invited to a portfolio.
Update acceptance — on the acceptance screen shown when an agreement is updated.
My user settings — from this screen (marketing consent, for example).
Portfolio setup — while creating a new portfolio.
Checkout — while buying a plan or a credit pack.
Cookie preference — while saving your cookie choice.

Reading this column answers "when did I accept this?": while signing up, while buying, or on an update screen.

Action

One of four values, as a coloured badge:

Accepted (green) — you accepted the document.
Presented (grey) — the document was shown for your information; used for documents that don't require acceptance.
Declined (grey) — you did not give an optional consent.
Withdrawn (amber) — you withdrew a consent you had given.

Date

The date and time of the action, formatted in your interface's time zone.

The last column — viewing

A link to the document sits at the end of each row, in one of two forms:

View — opens the document at the version you accepted, in a new tab. Its address carries the version number, so you see the text you accepted that day, not today's.
View order — appears if the consent was given as part of an order, and takes you to that order's own page. There the document sits with its order-specific text (with the amount, plan and period filled in).

The second case matters: documents such as the distance sales contract you accept during checkout are not generic text; they carry your order's details. That is why the panel sends you to the order's page rather than the generic document.

Pagination

The table paginates; move through it with the Previous / Next buttons underneath. There is no filter or search.

With no records it reads "No entries yet."

What happens when an agreement is updated

When a document is updated and the new version requires your acceptance, an acceptance screen appears when you enter the panel. You cannot move on to other screens without accepting.

Once you accept, a new row is added with the context Update acceptance. The old version's row stays in place, so you can trace which text was in force on which date.

A concrete example

A business owner signs up in March, buys a plan in April, sees the terms of use updated in June, and decides in September to opt out of marketing e-mails. Their table looks like this (newest first):

Commercial electronic message consent · Version 1 · My user settings — Withdrawn · September
Terms of use · Version 3 · Update acceptance — Accepted · June
Distance sales contract · Version 2 · Checkout — Accepted · April → View order
Terms of use · Version 2 · Sign-up — Accepted · March
Privacy policy · Version 2 · Sign-up — Accepted · March

September's withdrawal doesn't erase March's acceptance; it is added as a new row.

Common mistakes

Assuming withdrawing consent stops all e-mails. Only marketing messages stop; service e-mails keep arriving.

Assuming a withdrawal erases the past entry. It doesn't; it adds a new one.

Assuming the View link opens today's text. It opens the version you accepted.

Looking for an order's document on the generic document page. Order agreements live on the order's page.

Trying to skip the update acceptance screen. You cannot continue into the panel without accepting.

To reach your orders see Plan and invoices, and for which records are kept if you close your user account see Deleting my user account.