Managing User Profiles
A profile contains user permissions and access settings. There are four basic profiles used with Contract Management:
|
Profile Name |
Available Permissions Description |
|---|---|
|
Administrator |
Can configure and customize the application. Has access to all Contract Management functionality that does not require an additional license. |
|
Contract Manager |
Can create, edit, execute, and approve contracts. This profile can also delete contracts as long as they are not executed. Can manage clause and language template library. Has access to X-Author functionality |
|
Read Only |
Can view the organization's setup, run and export reports, and view, but not edit other records. |
|
Requestor |
Can initiate new contract requests and use the Contract Wizard to assemble standard contracts, but does not have access to X-Author. Can perform some limited searches and reporting |
For details on profile settings and related securities, see Appendix: Profile Settings and Security.
Contract Management User Roles and Tasks
The following table shows some key Contract Management roles and their descriptions.
|
Role |
Description |
|---|---|
|
Legal function |
|
|
Finance function |
|
|
SMEs |
|
|
Contract Facilitator |
|
|
Admin |
|
