Managing Users

To add a user

See Roles and Permissions to learn about role and permission settings.

Click Users & Groups () under Admin in the left navbar.
Click the add user button () in the top-right corner to raise the Add User dialog.
Enter all required information and desired optional information, and click NEXT.
The Share Folder (Optional) pop-up displays. Review the folders to which the new user will have access and set the role (Viewer, Collaborator, or Editor) they will play on those folders.
Click CONFIRM.
Contract Intelligence (Standalone) adds the user with an inactive/pending status and returns to the Users & Groups view.
The new user is emailed invitations reflecting the role and folders to which you invited them.

A new user invite link is valid for 72 hours before expiring. If a user invitation expires, you can re-send it. To re-send an invitation:

Open the Access Control window as described in To add a user.
Click the check box adjacent to a new user invitation with an "Expired Invite" user status.
Click the More (vertical ellipsis) button and select Resend Invite.

Open Users & Groups () from the left navbar.
Select the user whose information you will edit by checking the box to the left of their name. When a user is selected, the More button () appears above the Users table to the right.
Without leaving the Users view, you can use the embedded pull-down menus to change the selected user or users' settings, including their role, Clause Library access, and ability to upload and extract documents.
To change user information, click the More button and select Edit User.
Modify the user's name, email address, title, department, or address information, or change their default portal home page.
Click OK.

Open Users & Groups () from the left navbar.
Select the user you will deactivate by checking the box to the left of their name. When a user is selected, the More button () appears above the Users table to the right.
Click the More button and select Deactivate.
In the Deactivation pop-up, verify the account name you want to deactivate and confirm by entering DEACTIVATE (all caps) where prompted.
Click YES.

Deactivated users are not deleted; they remain available in the system, but have an "Inactive" status.

Open Users & Groups () from the left navbar.
Select the user you will reactivate by checking the box to the left of their name. When a user is selected, the More button () appears above the Users table to the right.
Click the More button and select Activate.
The user is immediately reactivated.

This is a good time to review that user's permissions, groups, and settings.

From time to time, users lose or retire devices used to access the Contract Intelligence (Standalone) product's two-factor authentication (2FA).

You can reset a user's 2FA by selecting that user from Users & Groups, clicking the More button, and selecting Reset 2FA from the dropdown menu.

The user is shown a new 2FA prompt on their next login attempt.