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Manage Users
Create and edit Users and permissions
Create and edit Users and permissions

Set up new users and assign them permissions, or manage existing users' profiles and permissions

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Written by Contract Eagle
Updated over a week ago

Audience: System Administrators

When setting up new users, you will need to:

  • create their account with their name and email address;

  • assign them to Business Units; and

  • allocate permissions on each Business Unit.

Existing users' permissions on Business Units can be changed at any time. See instructions below on "Create or edit user Permissions".

Create a new User

  1. Go to the Admin menu > Maintain Users.

  2. Check the list of existing users - or search - to make sure the new user's account hasn't already been created.

  3. On the right-hand side, click the New button.

  4. In the New User screen, enter their Surname and Firstname.

  5. You must specify at least one Email Address that is not shared with any existing Contract Eagle user.
    ​Note: If your users are using their email address to sign on, you may only specify one email address.
    If your users are using a different login ID (see step 8 below), you may specify multiple email addresses to receive notifications. Enter multiple addresses, separated by a comma. Only the first email address will appear in the To field of any notifications; subsequent addresses will appear in the Cc field.

  6. Click the green link Set up application access. You will see that "Application Access - Contract Eagle" is ticked. This allocates a User Access License to the new user.
    ​If you have a limited number of user licenses, click here to see how to manage them.

  7. Follow the steps below to give the appropriate Business Unit permissions to your new user.

  8. If you are using login IDs for your users to sign-in - as opposed to their email address - tick the box to Allow an additional login ID and enter a unique ID in the Login ID field.

Create or edit user Permissions

If you are creating a new user, carry on with the instructions below. If you wish to edit an existing user, go into their user settings from Admin menu > Maintain Users > and click Edit beside their name:

  1. Under Accessible Business Units, tick any Business Units this user needs access to.
    You may tick "ACCESS ALL BUSINESS UNITS" and also select individual Business Units if you want your user to have one set of permissions across your whole repository, but a higher level of permissions on a specific Business Unit.

  2. Click the green link Click here to assign privileges.

  3. In the next screen you can specify different permissions on each Business Unit by checking or unchecking Security Groups. You may check multiple Security Groups under each Business Unit, eg:

ACCESS ALL BUSINESS UNITS      Counterparty Read/Write 
                               Task Owner

Legal                          Contract Approver 
                               Read-Write User

Sales                          Contract Approver

etc.

4. Click OK to return to the user maintenance screen.
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5. Click Save to save your changes to your new user, or your existing user.


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