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Who Needs to Accept the Partner Agreement?

The Partner Agreement must be accepted by a Firm Owner — the primary account holder. This article clarifies who can and must accept the agreement.

The Partner Agreement must be accepted by a Firm Owner — the primary account holder. This article clarifies who can and must accept the agreement.

Partner agreement page — Accepted Version and Current Version

Partner agreement page — Accepted Version and Current Version

What You Can Do

  1. Only users with the Firm Owner role can accept the Partner Agreement.
  2. Staff and Admin roles cannot see or interact with the Partner agreement acceptance flow.
  3. When the agreement is first set up, the account creator (Firm Owner) accepts it during onboarding.
  4. When a new version is released, any Firm Owner of the account can accept it.
  5. If your firm has multiple Firm Owners, only one needs to accept on behalf of the firm.

💡 Good to Know: Ensure the Firm Owner who accepts the agreement has the authority to bind the firm legally.

💡 Good to Know: Acceptance is logged with the accepting user's credentials and timestamp.

Related Articles

→ Understanding Your Partner Agreement

→ Understanding the Firm Owner Role

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