User Agreement Step for New SaaS Sub-Accounts
K
Kathrine Farris
I have a user agreement that I want all new SaaS accounts to sign before getting access to their account. This agreement is created and signed in GHL. However the only way to ensure it's signed before they get access is to have manual account approval turned on.
It would be great if there was either a workflow action that could approve new accounts once the agreement was signed, or a step in the SaaS mode sign-up that allowed us to add (signed) agreement requirements.
Getting signed agreements is critical in help agencies reduce unethical chargebacks.
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