Article Details
Summary
User permissions control how employees work with customer agreements. They cover creating reservations for customers without signed agreements, uploading scanned agreements, and sending agreements to devices for signature.
What This Does
| Setting | Description | Helpful Hint |
| Can Override Agreements | If you turn this on, users can create reservations for customers who have not signed the required agreements. It also lets staff sign an agreement for a customer who does not log in online, such as a customer without an email address. | Leave this set to no/off until you need to make a reservation for a customer without a signed agreement. After you make the reservation, turn the permission off again. |
| Can Upload/Delete Agreements | If you turn this on, users can upload scanned copies of signed agreements to meet signature requirements. They can also push agreements to a tablet or device for customers to sign. When a user pushes an agreement to a device, Gingr records the user's current location as the location of signature. | Give this permission only to trusted users who manage customer agreements or help with on-site signing. |
Location Considerations
- These permissions apply per location and follow the allowed locations set in the user's profile.
- When a user signs, uploads, or pushes an agreement, Gingr records the location in the signature record.
Where to Find It
Go to Reports & More » Groups, then select the group you want to edit.
Related Articles
- Customer Agreements Topic Outline
- Use Customer Agreements How-To
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