How to access user management & update permissions
Updated
This article explains how Admin users can access user management and update permissions in Contract Automation.
Add a new user
In the left-hand navigation, select Permissions under Contract Automation
Click Add user
Enter the user's contact information including First name, Last name, and Email
First name and Last name are required fields.
Toggle Invoice access if applicable, and add them to relevant Groups
Click Send Invite
The user will receive an invitation to set a password and log in to the email address provided.
Update Permissions
Client Admins can create, update, and delete other users, but cannot add new Admin users. If you need to add an Admin, contact your Customer Success Manager (CSM) or Ontra Support for assistance.