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fairdm 0.3.1 documentation - Home fairdm 0.3.1 documentation - Home
    • Developers
    • Administrators
    • Users
    • What FairDM is for
    • FAIR data and research data infrastructure
    • The technology stack
    • The core data model
    • How sample and measurement types are stored
    • Controlled vocabularies
    • Configuration over code
    • Why complete metadata matters
    • How access to a record is decided
    • Why FairDM records contributors
    • How contributor accounts and credits work
    • How a profile is claimed
    • How FairDM configures a portal
    • Who is asked to agree to a legal document
    • How locations are stored and protected
    • Dataset publication, DOIs and DataCite metadata
    • Glossary
    • Framework Contributors
    • Architecture Decision Records
    • Roadmap — FairDM
    • Changelog
  • GitHub
  • GitHub
  • Developers
  • Administrators
  • Users
  • What FairDM is for
  • FAIR data and research data infrastructure
  • The technology stack
  • The core data model
  • How sample and measurement types are stored
  • Controlled vocabularies
  • Configuration over code
  • Why complete metadata matters
  • How access to a record is decided
  • Why FairDM records contributors
  • How contributor accounts and credits work
  • How a profile is claimed
  • How FairDM configures a portal
  • Who is asked to agree to a legal document
  • How locations are stored and protected
  • Dataset publication, DOIs and DataCite metadata
  • Glossary
  • Framework Contributors
  • Architecture Decision Records
  • Roadmap — FairDM
  • Changelog
  • GitHub
  • GitHub

Section Navigation

How-to guides

  • How to add a measurement in the administration interface
  • How to add a member to an organization
  • How to add a person in the administration interface
  • How to add a sample in the administration interface
  • How to approve a pending affiliation
  • How to assign a portal role
  • How to change the status of several projects
  • How to close self-service signup
  • How to correct a profile that nobody has claimed
  • How to create a user account
  • How to end someone’s affiliation
  • How to export projects as JSON or DataCite JSON
  • How to find why a user can edit data they should not
  • How to find why a user cannot see a dataset
  • How to fix a portal that refuses to start in production
  • How to fix an ORCID or ROR sync that does not update
  • How to give a record a manager when its only manager has left
  • How to make a project public
  • How to merge two person records
  • How to reactivate a deactivated profile
  • How to record a measurement against a sample in another dataset
  • How to record that a sample came from another sample
  • How to run the configuration checks
  • How to silence a configuration check
  • How to transfer ownership of an organization
  • How to write and publish a legal document

Reference

  • Affiliations
  • Claiming audit logs
  • Configuration checks
  • Measurements
  • Organizations
  • People
  • Portal roles
  • Projects
  • Samples

Explanation

  • How the ORCID and ROR lookup works
  • Administrators
  • How to write and publish a legal document

How to write and publish a legal document#

A portal keeps its privacy policy, terms of use and similar texts in the database. You write a document in the administration interface, check how it reads, and publish it, which puts it in force at once.

Before you start#

None of the four portal roles holds the permissions for documents, so a superuser does this, or a member of a group your portal made with them. Writing needs the add and change permissions for documents and versions in the Compliance section. Publishing needs the separate Can publish a version permission.

Steps#

  1. Open the administration interface. See Reaching the administration interface.

  2. Under Compliance, choose Documents, then Add document.

  3. Enter the Name, such as “Privacy policy”. The Slug fills in from the name and becomes the document’s address. Use lowercase letters, digits and single hyphens. The slugs agree and agreed are reserved.

  4. Choose the Kind. Agreed to is for a text people accept. Notice is for a text people only read, such as an impressum.

  5. For a document people agree to, leave Enforced ticked if a person who has not agreed must be stopped until they do. Untick it to offer the document without requiring it.

  6. Choose Save.

  7. Open the document you saved. The number in the address of its page, .../mvp_compliance/document/<number>/change/, is its identifier.

  8. Go to /admin/mvp_compliance/version/add/?document=<number>, with that number in place. The administration interface has no button for a document’s first version. A version is added for the document the address names.

  9. Write the text in the Markdown field, and choose Save. The version is a draft, and a draft has no number.

  10. Open the draft from Versions and choose Preview. The page shows the text as a reader will be served it.

  11. Choose Publish, read the confirmation, and choose Publish again.

The result#

The page confirms the publication and names the version’s number, which is the year and the version’s place among that year’s versions, such as 2026.1. The text is served at /legal/<slug>/ for everyone.

A signed-in person who has not agreed to a document they must agree to is asked on their next page. Publishing sends nobody a message, so tell people yourself. Who is asked, and what happens to those who agreed to an earlier version, is explained in Who is asked to agree to a legal document.

A published version can never be edited or deleted, and the document’s slug cannot change once a version is published. To correct a text, open the version in force and choose Start the next version. The new draft opens with the wording of the version in force. Publishing a draft that says exactly what the version in force says is refused.

If your portal changed the address of the administration interface, use that address in step 8.

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How to transfer ownership of an organization

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Affiliations

On this page
  • Before you start
  • Steps
  • The result

© Copyright 2026, Samuel Jennings.

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