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.