This article explains how Admin users can access user management and update permissions in Contract Automation, including how to add new users and assign roles.
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
ℹ️ First name and Last name are required fields.
- Select the user's Role, 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.