Setting or Changing User Permissions On a Contract
Contract Hound lets you assign and change user roles. Each role has different permissions.
User roles
There are three user roles.
Owner
This role has full administrative rights:
- upload contracts and modify contract details
- add or remove members, and change user permissions
- create a workflow and set reminders
Each contract can have only one owner. If you make a new user the owner, the previous owner is removed from the contract.
Editor
This user has all owner permissions except one: editors cannot remove team members from a contract.
Read-Only
This user can see contract details but cannot edit the details, team members, or workflow.
Modifying user roles
You edit a team member's contract user role on the User profile page. There are two ways to open the User profile page:
- start on the Contract Details page
- start on the User Management page
Start on the Contract Details page
1. Go to the dashboard and select a contract.
2. Click a user.
- After you click a user, the User profile page displays.
Start on the User Management page
1. Go to the dashboard, click the User name, and select User Management on the drop-down menu.
2. On the User Management page, click a user and select View User Profile on the drop-down menu.
- After you click a user, the User profile page displays.
Editing the User profile
On the user's profile page, locate the contract you want to modify, click the user role button, and select a new role on the drop-down menu.
- On the Contract Details page, you can see the role is different.
Removing Access
You can remove a user's access to a contract. This action does not delete a user from the Contract Hound platform, nor does it change the user's role on other contracts.
- On the User profile page, locate the contract you want to modify, click the user role button, and select Remove Access.
