Understanding Users and Subscription Types
Within your organization, different people have different responsibilities when it comes to creating, maintaining, and executing contracts. To reflect this, different users will have different access and abilities to perform contracting functions within Contract Logix.
NOTE: Tenant Owners (and there can only be one for the account) have access to all Application Settings and Record Types regardless of Role. To change the Tenant Owner for the account requires a signed permission form. Contact your Customer Success Manager (CSM) (customersuccess@contractlogix.com) to receive the form.
Administrators in the Contract Logix system will have access to Application Settings, and it is in Application Settings where the configuration of the system for all users takes place. Users, in Application Settings, is also where new users can be added to the system based on Role and Subscription. Follow the steps below to add a New User:
From the homepage, click
to open the Application Settings, then select 
from the Settings menu.Select the appropriate subscription type for the user from the menu bar:
To add a Full user, click
. Full users have access to all features and record types as defined by their role and organizational level.To add a Submitter user, click
. This option is only available in systems which have paid for the feature. Submitters can only submit and view requests and have no access to any other portion of the system, regardless of the Role they are assigned.To add a Read Only user, click
. Read Only users can view records and preview documents (as defined by their role and organizational level) but cannot edit any information. Read Only users do not have access to Application Settings and do not have access to archived documents.To add an Approver user, click
. Approvers can review and approve contracts, requests and documents but cannot add new contracts manually and have no access to Settings.
Enter the user’s first name, last name, and email address. NOTE: Username will be the user’s email address, and this auto-fills as you type the email address, so you do not enter a username, but it can be customized if desired.
The Subscription Type field is auto-filled depending on the button you selected in Step 2.
To add or change the user's role, click the edit icon
. Select the organizational role you want to associate the user with. The role you choose grants this user access to the selected levels or below. Levels the user can access are indicated by the "eye" icon 
.(Optional) Click the Include role(s) when applicable checkbox. When the Organizational Ownership hierarchy includes many levels, the Include role(s) when applicable feature is useful during a search as the results include roles below the featured department.
Click
.
The user will receive an account activation email containing a link and must click the link within the specified time period (by default, 24 hours) to activate their account. To send the account activation email again, click 
at the top of the Users menu.
NOTE: adding users will also create a Contact record for each user, having a Contact Type of Internal. However, the Organization field in the record will be blank. To populate that field, open the user’s Contact record and manually select the proper internal Organization.