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
| 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
| Your Customer Success Manager can add or remove Admin access. |
Invoice access
- View and download invoices
| Invoice access permissions can be assigned to Viewer and Admin user types. |