Managing Agreements

This section provides the tools to track, review, and take action on agreements throughout their lifecycle. By filtering agreements by status, License Managers and Administrators can quickly process approvals, manage renewals, and archive completed agreements.

Accessing Agreements

Navigate to the Managing agreements section from “License” in your dashboard navigation bar.

Use filters to locate agreements by status:

Active
To Review
To Approve
Archived

Click an agreement to view its details and available actions.

Contributor View

Reviewing and Approving Agreements

Navigate to the "Requests" section under Agreements.

Locate agreements under:

"To Review" – Requires review.
"To Approve" – Ready for final approval.

Click “View” on the agreement bar to open the details page and review:

Content description
Licensing terms
Expiry date

Select an action:

When reviewing an agreement, you are deciding whether to grant the distributor access to the specified content under the outlined licensing terms.

Approve: Click "Approve", then confirm. This finalizes the agreement, making it active. The distributor will be notified, and they will gain access to the content under the agreed terms.
Deny: Click "Deny", enter a reason (optional), and submit. This will reject the agreement request. The distributor will receive a denial notice, and the agreement will not proceed.

Note: Once an agreement is denied, the distributor must submit a new request if they wish to proceed with a revised agreement.

Archiving, Unarchiving and Revoking Agreements (License Managers Only)

To archive an agreement

Open the agreement details from the "Agreements" tab, then click “⋮”.
Click "Archive agreement".
The agreement will move to the "Archived" tab.

To Unarchive an agreement

Go to the "Archive" tab.
Select the agreement and click "Unarchive agreement".
A success message will confirm the action.

To revoke an agreement

Open the agreement details from the "Agreements" tab
Scroll down to the bottom of the page
Click 'revoke agreement.' Access to this content by the Distributor is immediately revoked.

Distributor View

Requesting an agreement

Distributors can request access to specific content by submitting an agreement request to the content provider. This request outlines the terms under which the distributor intends to use the content.

When submitting a request, the distributor must:

Select the Content – Choose the specific Bible translation or media they wish to license.
Specify License Details – Define distribution format (e.g., digital, print, audio) and language.
Submit for Review – The contributor (content provider) will review the request and either approve or deny it.

Once approved, the agreement becomes active, and the distributor gains access under the defined terms. If denied, the distributor will receive a notification and may need to revise and resubmit the request.

Viewing Active and Archived Agreements

Active agreements appear in the "Agreements" tab.
Archived agreements appear under the "Archive" tab.
Distributors can view archived agreements but cannot unarchive them.

Sorting and Filtering Agreements

All users can Sort & Filter agreements based on:

Status: Active, Pending, Denied, Archived (Screenshot: Agreement Status Filter Dropdown)
Date: By creation or expiry (Screenshot: Date Filter Field)
Organization: Filter by contributor or distributor organizations (Screenshot: Organization Filter Field)

Non-License Manager View

View Only: Non-license managers can view agreements but cannot take actions such as approvals or archiving.