Individual users are assigned a user type of Full, or Request/View User in their User Profile, which determines their access to program data and features.

A User Admin assigns each user one of the following user types in their User Profile screen:

  • Full user (default) - User can be granted any permission (Viewable, Create, or Modify) for the contract, company, and project groups they can access, as defined by their user role(s). The user's role(s) can also define their permission types and the level of access they have to additional forms and document types.
  • Request/View User - User can make contract requests and view information for their submitted requests whether or not if they are assigned the Requestor permission in their user role. User can view and add tasks and messages to any the Contract Profile to which they are granted view access per their user role.

The User Type field in the User Profile screen reflects the user's level of access to the Contract Request feature, as well as their access to program data and the tasks they can perform, which are controlled by their user role(s). The table below summarizes a user's permissions based on their user type.

Admin

Feature / TaskFull UserRequest/View User
Administer Creation TemplatesYesNo


Tools

Feature/TaskFull UserRequest/View User
Dashboard & PortletsYesYes
CalendarYesYes
My Events - browse screenYesYes
My Contracts - browse screenYesYes
My Requests - View / Manage (Run Request Wizard)Yes, requires role with Requestor permissionYes, requires role with Requestor permission
My Requests - Upload Documents and Document RevisionsYesYes
My Approvals (Contract request approvals) - View / ManageYes, requires role with Approver permissionNo
Person browse (Address Book)YesYes
Global Documents - ViewYesYes
Global Documents - ManageYesNo
Clauses - View / View HistoryYesYes
Clauses - ManageYes, requires role with Clause Admin PermissionNo
eSignature Packages - View / ManageYesYes
Manage Supplier RegistrationsYesNo
Projects - ViewYesYes
Projects - ManageYesNo


Feature/TaskFull UserRequest/View User
Basic SearchYes, only visible when the Permission Type Restrict to my Contracts is disabledYes, only visible when the Permission Type Restrict to my Contracts is disabled
Search QueryYesYes
Document SearchYes, only visible when the Permission Type Restrict to my Contracts is disabledYes, only visible when the Permission Type Restrict to my Contracts is disabled


Companies

Feature/TaskFull UserRequest/View User
All Companies browse screenYesYes
Filter by Company StatusYesYes
Search for CompanyYesYes
Export Company List to ExcelYesYes
Company Profile screenYesYes
Manage CompaniesYesNo
Edit Company ProfileYesNo
Add Contract to ProfileYesNo
Manage Company WorkflowsYesNo
Generate One-Click ReportYesYes
View and Run Company ReportsYes, requires role with Reporting permissionYes
Print One-Click ReportYesYes
Complete Company Flow StepYesYes
Run Company Flow on ProfileYes, requires role with Flow Admin permissionNo


Contracts

Feature/TaskFull UserRequest/View User
All Contracts Browse ScreenYesYes
Filter by Contract StatusYesYes
Search for ContractYesYes
Export Contract List to ExcelYesYes
Contract Profile screenYesYes
Manage ContractsYesNo
Edit Contract ProfileYesNo
Add IncorporatedYesNo
Manage Contract WorkflowsYesNo
Generate One-Click ReportYesYes
View and Run Contract ReportsYes, requires role with Reporting permissionYes
Pront One-Click ReportYesYes
Complete Contract Flow StepYesYes
Run Contract Flow on a ProfileYes, requires role with Flow Admin permissionNo. Request/View users can complete flow steps and interact with flow but they cannot run or approve flow steps.
Contract Flow ApprovalsYes.No. Request/View users can complete flow steps and interact with flow but they cannot approve flow steps.


Company Wizards

Feature/TaskFull UserRequest/View User
Merge / AcquisitionRequires role with Company Admin permissionNo
Change NameRequires role with Company Admin permissionNo
ArchiveRequires role with Company Admin permissionNo
Mark / Unmark as Legal EntityRequires role with Company Admin permissionNo


Contract Wizards

Feature/TaskFull UserRequest/View User
Renew ContractYes. Requires role with Company Admin permissionNo
Document Package WizardYes. Requires role with Document Package Admin permissionNo
eSignature Package WizardYes. Requires role with eSignature Admin permissionNo
Assign ContractYes. Requires role with Contract Admin permissionNo
Run Creation Wizard ManuallyYes.No


Feature/TaskFull UserRequest/View User
ContractsYesView Only
PeopleYesView Only
Additional NamesYesView Only
RelationshipsYesView Only
LocationsYesView Only
TasksYesView Only
DocumentsYesView Only
EventsYesView Only
MessagingYesYes
ScorecardsYesView Only
ProjectsYesView Only
Additional FormsYesView Only
HistoryYesView Only


Feature/TaskFull UserRequest/View User
Contract FamilyYesView Only
DocumentsYesView Only
ClausesYesView Only
EventsYesView Only
MessagingYesYes
TasksYesView Only
Document PackagesYesView Only
PaymentsYesView Only
PeopleYesView Only
AddressesYesView Only
ProductsYesView Only
ScorecardsYesView Only
ProjectsYesView Only
Additional FormsYesView Only
HistoryYesView Only


Reports

Feature/TaskFull UserRequest/View User
Run One-Click ReportsYes

Yes

Run, Create, Edit, and Copy Report WizardRequires role with Reporting permissionRequires role with Reporting permission
Create Global ReportsRequires role with Reporting permissionNo
Manage/Format Advanced ReportsRequires role with Advanced Reporting permissionNo
Schedule ReportsRequires role with Scheduled Reporting permissionNo
Manage BI Toolbox Analytics ReportRequires role with BI Toolbox permissionNo