Customer Agreements User Permissions (Reference)

Article Details

Customer Agreements User Permissions

Navigate to Left-hand Navigation: Reports & More » Groups.

Setting Description Helpful Hint
Can Override Agreements If set to Yes/On these users can create reservations for customers who have not yet electronically signed the required agreements in the app. This also allows the employee to sign a user agreement for a customer who will not be logging in online (customers without email addresses). We highly recommend leaving this set to no/off until you need to make a reservation for a customer who does not have a signed agreement. After doing that, turn the permission setting back off.
Can Upload/Delete Agreements If set to Yes/On these users can upload scanned copies of customer agreements, to satisfy the requirement of your required agreements. They can also 'push' agreements to your tablet for customers to sign.  

 

Related Resources

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.