Sign your BAA in onboarding

Kalman's Business Associate Agreement is now signed inside the app, as a step in onboarding right after payment. There's no PDF to pass back and forth.

How it works

• The account owner reads the agreement in a reading panel and initials the marked sections.
• They confirm their name, title and company, type their signature, and agree to sign electronically.
• Kalman's countersignature is already in place, so the agreement is complete once the owner signs.
• The signer gets the signed copy by email.

Admins and members can read the agreement, and the page shows who it's waiting on. If a newer version comes out, the owner is asked to review and sign it.

Until it's signed

Your tag and webhooks keep collecting data as usual. Deliveries to Meta are held until the BAA is signed, and every workspace page shows a reminder. Once the owner signs, the held deliveries go out. Anything older than Meta's 7-day event window by then is skipped.

For agencies

Each client workspace holds its own BAA. The agency owner can sign on the client's behalf with the client's authorization. They can also email the client a one-time signing link, valid for 14 days, which works without a Kalman login.

Read the guide