Viewing the list of agreements
To view the list of agreements:
- Go to Agreements (see Navigation). A list of agreement types is displaced:
Terms and Conditions — an agreement between the reseller and the customer.
Privacy Notice and Privacy Policy — an agreement between the reseller and the customer’s user.
Microsoft Customer Agreement — an agreement between Microsoft as the vendor and the customer.
- Select the required agreement type. A list of agreements of the selected type is displayed. The list includes the following columns:
- ID — a unique identifier of the agreement, displayed as a link to its details page (see Viewing agreement details).
- Agreement number — the number of the agreement, displayed as a link to its details page.
- Related to — the name of the customer’s account or user, displayed as a link to its details page (see Viewing and updating account's details and Viewing and updating user information).
- Accepted by — the name of the customer’s user who accepted the agreement. For Microsoft Customer Agreements, this may also be the name of the manager who confirmed acceptance on behalf of the customer.
- Email — the email address of the user (or manager) who accepted the agreement.
- Acceptance date — the date when the agreement was accepted.
- Status — the status of the agreement:
Accepted — the agreement has been accepted.
Waiting for accept — the agreement has been created or an update has been requested, but it has not yet been accepted.
- Update requested — the date when the most recent update request for the agreement was made (if any).
- Request type — the type of the update request (see Requesting agreement update):
Manually — a manager manually requested an agreement update.
Automatically — an agreement update was requested on a scheduled basis.
On this page, search and filters are available for the following columns:
ID
Acceptance date
Status
Request type
Searching in the Related to field for customer users works only by last name.