This article provides an overview of the user types available in Contract Automation and their associated permission capabilities.
Key user types and their associated permission capabilities
- Viewer
- View documents within their designated permission group
- If selected, may receive the Quarterly Precedent email with updates for documents related to their permission groups
- If selected, may receive the Weekly Digest email with updates for documents related to their 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
ℹ️ Contact your Customer Success Manager to discuss if the Editor user type would be helpful for your account.
- Admin
- View documents
- Add or remove users
- Update permission groups and 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
ℹ️ Your Customer Success Manager can add or remove Admin access.
- Invoice access
- View and download invoices
ℹ️ Invoice access permissions can be assigned to Viewer and Admin user types.
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