This topic will walk you through how to manage Ironclad Editor permissions.
Comment Only is the lowest level of Ironclad Editor access. The Comment Only permission allows users to only leave internal comments on a document, but does not allow them to make any edits or changes to the underlying document. Internal comments are only visible to your internal team, and stay at the document level.
This enables teams to collaborate within Ironclad, directly on the relevant document, while still allowing certain users to make changes. Comment Only users can not leave external comments on the document, or take other actions at this time.
- Configure Ironclad Editor Permission
Configure Ironclad Editor Permission
Required Role: Administrator
- Click your name in the top right corner, and then click Company Settings > Users and Groups > Groups.
- Click on the group you want to edit, and then click Edit Group.
- Click the Ironclad Editor dropdown. You have two options:
- If you want the users in this group to only leave internal comments, select Comment Only.
- If you want the users in this group to be able to leave both internal and external comments, and make edits to the underlying document, select Yes.
- Click Save.
Can Comment Only users now view ALL documents and workflows?
This change also WILL NOT impact workflow permissions. This means if a user should not be able to view a document or a workflow…they still will not be able to do so. Comment Only specifically applies to documents or workflows they have permission to view or participate in.
Why did you remove the “no” access option?
The intent behind the “no” permission was to ensure users were not editing or distributing documents they shouldn’t be to an external party. This still preserves that, while promoting better internal collaboration.
Why is the new version of the document created when an internal comment is left?
When an internal comment is left, you may notice that the document version number changes. This is how Ironclad tracks action being taken on the document.
What if I want my team working outside of Ironclad, in Salesforce for instance?
The change in permissions should not impact how work is accomplished in Salesforce, or other apps using an Ironclad integration, since Comment Only does not enable users to make any data level changes to the contract.