Consent and Checkbox Policy
Version 1.0 · Effective November 10, 2026
This policy sets out every confirmation, consent and signature an expert gives on the Claimee platform, the exact wording to use, and how each one is recorded. It is binding on the platform build and on every brand company using the platform.
1. Why consents are layered
An expert cannot validly agree, at sign-up, to let any brand use their name, credentials or likeness. US law requires that an expert endorsement reflects the expert's own evaluation of the specific product (16 CFR 255.3). State right of publicity laws require the person's written consent for commercial use of their name or likeness, tied to the actual use (for example New York Civil Rights Law sections 50 and 51, California Civil Code section 3344). A digital replica licence must describe the intended uses specifically (California Labor Code section 927, from AB 2602). A blanket checkbox would therefore be unenforceable and would contradict the platform's promise that experts choose what they endorse and can withdraw.
So each consent is given at the moment it becomes relevant, for a specific product, specific claims and specific rights.
2. Rules for every checkbox
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Never pre-ticked. The expert must actively tick or click.
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One purpose per checkbox. Required and optional items are never combined in one box.
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Required items block the next step until ticked. Optional items never block anything.
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The exact text shown, the linked document and its version number are stored with the consent.
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Plain English, linked to the full document, readable before ticking.
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Grants of rights to use name, image, likeness, voice or avatar are never given by checkbox alone. They require an e-signature on a licence that names the brand company, product, claims, rights, channels, territory, term and fee.
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If a document changes materially, the expert is asked to accept the new version before continuing. Old acceptances stay in the log.
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Withdrawal is always possible from the expert's account, as easily as the consent was given.
3. Consent map
| Step | Who | What the expert sees (exact text) | Required? | Stored |
|---|---|---|---|---|
| A1. Sign-up | Expert and Platform | ☐ I have read and agree to the Expert Platform Participation Terms (v1.0). | Required | Version, timestamp, IP, user ID |
| A2. Sign-up | Expert and Platform | ☐ I have read the Expert Privacy Notice (v1.0). (Acknowledgement only. Processing is based on contract and legitimate interest, not consent.) | Required | Same |
| A3. Sign-up | Expert | ☐ I confirm that the information I provide about my identity, licences, training status and commercial relationships is true and complete, and I authorise the Platform to verify it with official registers and public records. | Required | Same |
| A4. Sign-up | Expert | ☐ I would like to receive occasional e-mails about new products and platform updates. (Optional, can be changed any time.) | Optional | Same, plus withdrawal date |
| B1. Identity call | Expert | On screen before the call: “This call is not recorded. We will ask you to show an identity document and confirm your licence details.” Button: Start call | Required to proceed | Call date, outcome, reviewer |
| C1. Apply for a product | Expert | ☐ This product falls within my field of expertise. | Required | Product ID, timestamp |
| C2. Apply for a product | Expert | Conflict declaration: “Do you have any financial interest in, or current commercial relationship with, this brand, its competitors or this product category?” Yes / No. If Yes, free text required. | Required answer | Answer and text |
| C3. Apply for a product | Expert | ☐ I will keep the product information, dossier and claims confidential. | Required | Product ID, timestamp |
| D1. Brand confirms | Brand company | Button: Confirm this expert for [product]. Brand user and timestamp logged. | Required (brand) | Brand user ID |
| D2. Review engagement | Expert and Brand company | E-signature on the review service agreement (fixed review fee, paid whatever the verdict). | Required | Signed PDF, hash, both signatories |
| E1. Submit review | Expert | Attestation checkboxes, set out in the Review Form (document 5). | Required | Review ID, version, timestamp |
| F1. Offer endorsement | Expert | Selection screen, each item a separate checkbox: ☐ Name and credentials ☐ Photo ☐ Video ☐ AI avatar (only if the brand has enabled it). Then select: approved claims (from the expert's own review only), content type (claims or general content for top, middle or bottom of funnel ads), channels, term. No rights are granted at this step. | Optional (expert's choice) | Offer ID, selections |
| F2. Brand accepts offer | Brand company | Button: Accept offer / Decline offer. | Required (brand) | Brand user ID |
| F3. Licence | Expert and Brand company | E-signature on the standard Endorsement Licence (document 6) generated from the accepted offer. Rights start only on signature and upfront payment. | Required | Signed PDF, hash, payment date |
| F4. AI avatar | Expert and Brand company | Separate e-signature on the AI Avatar Addendum (document 7), listing each specific use, with the expert's confirmation of independent legal advice or of the plain-language explanation. | Required only if avatar selected | Signed PDF, hash |
| G1. Product examination | Expert | ☐ I have received and examined the product sample [batch / lot] and my endorsement reflects that examination. | Required before any asset goes live | Product ID, lot, timestamp |
| H1. Approve each asset | Expert | Asset preview with disclosure visible. Buttons: Approve / Request changes / Reject. Approval text: “I approve this asset exactly as shown, including the disclosure, for the channels and term in my licence.” | Required per asset | Asset ID, expert code, file hash, timestamp |
| J1. Withdraw | Expert | Withdraw right(s): select rights and assets. Reason: Without cause (30 days' notice) / For cause (48 hours), with short description. | Expert's choice | Withdrawal ID, type, effective date |
4. Why the proposed single checkbox is not used
A sign-up checkbox such as “I endorse [BRAND] to use my identity and accreditation on their products” is not used, because it would grant endorsement rights before the expert has reviewed any product, for unspecified claims, channels and duration. It would fail the FTC requirement that an expert endorsement reflects a genuine evaluation of the specific product, would likely be unenforceable as a publicity consent, and would expose the brand company to claims by the expert. The same result is achieved lawfully by steps F1 to H1.
5. Records
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Each consent record holds: user ID, role, step code (A1 to J1), exact text or document version, hash of the text or signed file, timestamp (UTC), IP address and user agent, related product, offer, licence or asset ID.
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Records are append-only. Corrections create a new record; nothing is overwritten.
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Retention follows the Expert Privacy Notice: kept while any asset using the expert's name is live, then 6 years.
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Brand companies can export the records relating to their own products for audits and regulator requests.
6. E-signatures
Simple electronic signatures through a recognised e-signature provider are valid for these agreements under the US ESIGN Act and Uniform Electronic Transactions Act and under the EU eIDAS Regulation. The signed PDF, audit trail and certificate of completion are stored with the record.