Managing Roles

With roles, you can choose who has the right to perform particular actions on Concord (right to sign a contract, to modify a template, delete a contract, etc.). There are two types of roles: 

• "System" roles (Administrator, User, Read Only) that are pre-configured by Concord and cannot be modified.
• "Custom" roles allow you to define permitted and prohibited actions.

Important: By default, the first user created in your company is the Administrator. All subsequent users have a "User" role.

To change a user’s role :

Company Settings > Role > Click View > click Add users > Select user name > click Save Settings

E.g.: to add another user as an Administrator, follow these steps:

• Click the grey wheel on the bottom left corner of your screen > Click Settings
• Go to Company Settings > Role
• Click View next to the Administrator Role
• Click Add users > Select user name > Click Submit
• Click Save Settings at the top right corner of the screen

To create a customized role :

Company Settings > Role > Add a New Role > Enter Role Name / Description (optional) > Select features to allow >  Save

Features you can allow or not in a customized role :

• Edit a contract in project
• Sign a contract
• Add attachment files to a contract in project
• Invite people to negotiate a contract
• Comment on contracts
• Edit a signed contract
• Add attachment files to a signed contract
• Edit users with access to a signed contract
• Edit a template
• Create & edit tags
• List all tags

(This feature is available with Standard, Plus, and Enterprise subscriptions)