Contract Automation Users & Permissions

Key user types and their associated permission capabilities

• Viewer:
  • Access/view the documents within their designated permission group
  • If selected, may receive quarterly precedent email with updates for documents related to user’s permission groups
  • If selected, may receive a weekly digest email with updates for documents related to user’s permission groups
  • If selected, may access invoices

• Editor:
  • If your account is configured to allow customer editors, this user type may edit contract summaries, add negotiation activity, and edit document details

Note: Contact your Customer Success Manager to discuss if this user type would be helpful

• Admin:
  • Access/view the documents
  • Add/remove users
  • Update permission groups & assigned users
  • Access the Hours Overview tab, view Volume & NDA Deal Source reports, and receive the  monthly access email 
  • Automatically receive the quarterly precedent email 

Note: Your Customer Success Manager can add/remove Admin access

• Invoice access:
  • View and download invoices

Note: Invoice access permissions can be assigned to Viewers and/or Admin users types