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Deleting Agreements

In your team's Permissions, five pertain to Agreements. 

Under the first permissions section, a coach can be allowed to:
  • Issue Agreements to their clients, and/or
  • Delete their clients' agreed-to Agreements

 

Note that the coach must have the ability to issue Agreements in order to delete them.

Under the Legal Management section, the related items are:
  • Share Agreement Templates with the rest of the team and issue Agreements to all clients
  • Receive notifications of all Agreements when completed
  • Delete agreed-to Agreements

In the same way as the first pair, a coach cannot be given permission to delete Agreements unless they've got the ability to share and issue Agreements.