Home/Features/Contract roles and permissions

FEATURES

Share the work with the right access.

Choose how people participate in an agreement, from internal ownership to external review. Keep access decisions connected to the work each person needs to perform.

01

Decide who needs to see the information

Review contract access with the people who own the agreement and those needed for a particular review. Contract access should reflect the purpose of the task. Review your organization’s roles and access settings before inviting people into a sensitive document workflow.

02

Match review access to the assignment

A colleague may need to view a draft, comment on a commercial point, or suggest changes to the wording. Select the appropriate review mode so the invitation is understandable. External review access lets you involve the other party without treating every participant as an internal owner.

03

Review access as responsibilities change

When an owner changes or an engagement ends, check who should still participate. Bring the current document, upcoming dates, and open obligations into the handover. Good contract management software combines useful collaboration with deliberate access choices.

A FEW PRACTICAL QUESTIONS

Before your next step.

Are unlimited users included?

Unlimited users are included across the published plans. Review access capabilities and plan details are explained in the feature matrix and pricing page.

Do you offer enterprise SSO or certified compliance?

Review our Security and trust page for the current controls and limitations. Do not assume a specific identity integration or certification is included.

How does access affect day-to-day use?

When managing contracts, review both the responsible people and the access they need. Test the intended participation before inviting a wider group, particularly when an external reviewer needs only a specific document.

LET’S TALK ABOUT YOUR WORKFLOW

Bring your agreements.
We’ll help you find the next step.

See how the documents, people, dates, and commitments fit together for your team.

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