| ← Settings | Manual |
Agreements are legal or policy documents (NDAs, health-and-safety notices, visitor terms) that can be assigned to Person Types. When a Person Type has one or more Agreements, people of that type are required to accept them as part of check-in and on-boarding workflows.
Clicking + (requires agreement:create) opens the Add New Agreement dialog:
| Field | Description |
|---|---|
| Agreement Name | Required |
| Agreement Content | Required; large multiline text area |
| Property | Editable | Permission |
|---|---|---|
| Agreement Name | Yes | agreement:update |
| Content | Yes | agreement:update |
| Created On | No (read-only) | — |
| Last Modified | No (read-only) | — |
A Delete Agreement button (requires agreement:delete) opens a confirmation.
Before deleting an agreement, check whether it is assigned to any Person Types. Orphaned assignments may cause unexpected behaviour during check-in workflows.
| Action | Permission |
|---|---|
| View agreements | /settings/agreements route |
| Add agreement | agreement:create |
| Edit agreement | agreement:update |
| Delete agreement | agreement:delete |