Global Account Manager – Agreement Module
User Guide
Last Updated: May 13, 2021, Version: 0.5
1. Agreement Module – Overview
A. Adding stores to an agreement
The Agreement module of the Global Account Manager is a web-based tool that allows a target audience with a McDonald’s User ID to Accept / Review / Renew an agreement. There are some agreements that users need to accept in order to participate in certain McDonald's programs, or to access certain McDonald's applications and services. There are few agreements that are revocable.
Examples of the types of agreements that may be found here include: Microsoft Office End Agreement for Office use in restaurants, and a franchisee’s consent to allow McDonald’s access to employee information to manage user ID’s for a franchisee’s restaurant.
NOTE: The Global Account Manager can be accessed via: https://account.mcd.com. Users will be required to log into the application using a valid McDonald’s Account and Password.
o Search an agreement – Users have the ability to search for required agreement using agreement title. This will help a user to navigate the required agreement quickly.
o Accept an agreement – Users have the ability to sign agreements with McDonald's. Instructions for signing an agreement can be found in Section 2
o Manage an agreement – Users have the ability to review and either add/remove stores covered by an agreement or revoke signed agreements.
Ø Instructions for adding/removing stores for a signed agreement can be found in Section 3.A
Ø Instructions for revoking signed agreements can be found in Section 3.B
o Renew an agreement – Users have the ability to renew any expiring agreements. Instructions for renewing agreements can be found in Section 4
1. On the Global Account Manager Home screen, click the Your Agreements tile. The Your Agreements screen will be displayed with” Unsigned Agreements” tab opened by default.
2. To locate required agreement, type the agreement title and click ‘Search’. It will show all the agreements matching the agreement title.
3. Search will be carried out across different states of agreement and message will be displayed accordingly indicating number of matching records. That will help to locate required agreement in appropriate section.
1. On the Global Account Manager Home screen, click the Your Agreements tile. The Your Agreements screen will be displayed with” Unsigned Agreements” tab opened by default.
Note:
1) The number of restaurants with unsigned agreements out of the total number of restaurants in that organization will be displayed in the “Unsigned Agreements” tab for each restaurant level agreement. For agreements that are user/individual level (i.e. not at the restaurant level), GAM shall display “NA” as the count.
2) A flag (red dot) will be displayed on “Unsigned Agreements” tab if there are any agreements that are not signed.
2. Under “Unsigned Agreements” tab, click the Accept button next to the agreement that has to be accepted. The screen will display the steps in the process of accepting the selected agreement.
Note: Based on the which agreement has been chosen for acceptance the user may be required to enter the ‘Address’, ‘City’, ‘State/Province’, ‘Postal Code’ and ‘Telephone’ information for some agreements; an example is displayed below:
3. The same page will display the terms and condition for the agreement
4. Review the terms and conditions for the agreement and select the I have read, understand and agree to the above agreement checkbox at the bottom of the screen. Click Accept button (or the Next button) after selecting the checkbox.
Note: Based on the which agreement has been chosen for acceptance, the user might have to select an additional checkbox that confirms that the user is either above 18 years of age and or has parental permission to proceed. The Accept / Next button will be enabled only after all the available checkboxes have been selected.
5. For certain agreements, the user may be required to select stores to provide consent for them to participate in usage of McDonald's applications and services. These are called store level agreements and examples of such agreements as CAMPUS and e*Restaurants crew agreements for Franchisee audience in the US. The user can either select individual stores, or use the Select All option to provide consent for participation of all the stores.
Note: The buying Owner Operator has to provide consent to future store(s) for e*Restaurant Team Center/Crew Access and CAMPUS Agreements. They can review and accept either an e*Restaurant or CAMPUS agreement available under your accepted agreement section, as shown below. After the buying O/O has provided consent to future store(s), the Accepted column will display the appropriate date.
6. Click the Save button at the bottom of the screen. The accepted agreement will be displayed under the “Unsigned Agreements” tab and the Just Accepted tag will be visible infront of that agreement.
7. The number of restaurants with signed agreements out of the total number of restaurants in that organization (i.e. 2/3) and “NA” for user-level agreement will be displayed in the “Signed Agreements” tab.
1. On the Global Account Manager Home screen, click the Your Agreements tile. The Your Agreements screen will be displayed.
2. To review / edit a previously signed agreement click the Review button under the “Signed Agreements” tab.
3.
4. For certain agreements, the user may be required to select stores to provide consent for them to participate in usage of McDonald's applications and services. The user can either select individual stores, or use the Select All option to provide consent for participation of all the stores. After selecting the stores click the Save button.
Note: The buying Owner Operator has to provide consent to future store(s) for e*Restaurant Team Center/Crew Access and CAMPUS Agreements. They can review and accept either an e*Restaurant or CAMPUS agreement available under your accepted agreement section, as shown below. After the buying O/O has provided consent to future store(s), the Accepted column will display the appropriate date.
5. The agreement will be displayed with the updated number of consented stores in “Signed Agreements” tab if agreement is accepted for all the stores or in ”Unsigned Agreements” tab and “Signed Agreements” tab both if the agreement is partially accepted for stores.
1. To review / edit a previously signed agreement click the Review button under the “Signed Agreements” tab.
2. Click the Revoke Agreement button to cancel a previously accepted agreement. Click the OK button on the resulting pop-up notification page.
3. Note: Not all agreements can be revoked.
4. Revoking an agreement will disable access for the underlying applications. After being revoked, the agreement will be displayed under the “Renew Agreements” tab with the option to Accept.
When a new version of agreement is introduced to the current agreement, all the audience who already signed the current version of the agreement are required to sign and renew their agreement again. An email about renewal is sent to audience. Reminder emails are sent on the day 30th, 7th. 1st day before agreement is expired. It is required that the audience renew the current agreement before it gets expired. A sample email of the renewal email is shown below.
1. On the Global Account Manager Home screen, click on the Your Agreements tile. The Your Agreements screen will be displayed.
2. The agreements that need to be renewed will be displayed in “Renew Agreements” tab, the count for the stores will also be visible.
3. A flag (red dot) will be displayed on “Renew Agreements” tab if there are any agreements that are not accepted.
4. Follow the steps outlined in the Accepting an Agreement section to complete the renewal process.