Setting permissions on folders and contracts

There are two objects in the system you can set permissons on.

• Folders and
• Contracts

There are three types of permissions on each object

• Owner
• Edit
• Read

Folder permissions are inherited by the contracts that live within them. So, if you add a user as an editor on a Folder, they will have Edit permissions on the contracts within it.

Assign Permissions on a Folder

• Click on the three dots beside any folder and click Assign Permissions

  

• You should see this screen and you can add the users you like to the right permissions.

  

  
  

• Click on one of the dropdowns and select the user to add

  

• You can add multiple users by typing a piece of their email.

  

• Click the Save button near the bottom right of the page

  

Assign Permissions on a Contract

• Inside a folder, you can click on the three dots and click Assign Permissions

  

• Enter the users for the appropriate permissions on the page that appears.

  

• Click Save when you've entered the user permissions

Viewing Permissions on a Contract

• Click on a contract or Search for a contract that you want to check.

• Scroll down and on the left hand side you can see the Access panel

  

• You will see the users listed by name and email and what category of access they have

• The inherited label you see here in Blue tells you that the access is set from a folder

  
  
• Here's what we see:
  • We can see Philip Reynolds and Emily Johnson both have edit access on this contract.
  • We can see they have that access because of permissions on a folder that this contract is in, not because of permissions given directly on the contract
  • We can see Michael Martinez in Ops has read access to the contract
  • We can see he has been given that access directly on the contract because there is no inherited label