All sub‑accounts need to get direct access to essential legal documents. For example make a menu item Compliance Center Center in each sub account.
In that menu you will find the following:
Contracts (or singed contracts)
Terms and Conditions
Privacy Policy
GDPR Information
HIPPA
Other relevant compliance documents
This ensures transparency and makes it easy for sub-accounts to review and manage all legal information in one centralized location what they agreed on with you. If you have like 200 subs accounts and different contract you can find them really easy back in each sub account.
Ideally, you could make a centralized Compliance Manager in the Agency View. There you can manage all these documents. It would be especially useful if agencies could create and manage different sets of terms, privacy policies, contracts, and compliance documents and have them automatically appear in the corresponding sub-accounts. Either applied to all sub-accounts or customized per sub-account.
Additionally, having the option to upload and display signed agreements and contracts would ensure that customers can always access and review their specific documents easily. This feature would improve transparency, streamline compliance, and enhance the customer experience.
Access is role‑based to ensure that only authorized users have the rights to view these documents. This guarantees transparency while protecting sensitive information, giving the right users the ability to read content securely.