This article will walk you through how to manage Admin, Standard, and Viewer users.
If your plan includes Requester users, refer to Manage Admin, Standard, and Requester Users.
Manage Admin Users
Administrators are users that have access to edit your workflow configurations, integrations, users, and system settings.
There are a variety of common Admin users including:
- Legal, Legal Ops, and Procurement team members that manage workflow configurations and clause playbooks
- IT and Business Applications team members that manage users, groups, and SSO set up
- Operations team members that manage a commonly used integration (such as Sales Ops for Salesforce)
Admins include any user in the “Administrator” group, plus users with Workflow Edit Permissions. To learn more about the administrator role, refer to the Administrator Role Overview.
Admin User Functionality |
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View contract requests
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Access the Repository
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Comment (both in documents and the Activity Feed)
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Sign contracts they are assigned to as a signer
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Submit and track comments
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Negotiate and redline agreements
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Approve contracts
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Manage workflows, clauses, and templates
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Manage permissions and settings
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Manage users and groups
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Assign a User to the Administrator Group
Users in the “Administrator” group are automatically given all Admin permissions.
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click on the Administrator group, and then click Add Users.
- Search for and select the user you want to add. Click Add.
Assign a User Workflow Designer Permissions
You can give users outside of the Administrator group access to edit and update workflows without giving them system-wide Admin privileges.
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click on the group you want to give Workflow Designer access, and then click Edit Group.
- Locate the Workflow Designer dropdown and select one of the following:
- If you want the user to access all workflow configurations, select Ability to create and edit all workflow configurations.
- If you want your user to only access specific workflows, select Ability to view and edit specific workflow configurations.
Manage Standard Users
Generally, a majority of your users are Standard users. These are your team members that actively participate in submitting or requesting contracts, editing and redlining agreements, approving workflows, etc.
There are a variety of common Standard users including:
- Sales, Marketing, Procurement, Engineering, and other contract submitters and requestors
- All contract reviewers, editors, and approvers (such as Legal, Deal Desk, and Finance)
- Managers, Directors, and other Segment Leaders that approve contracts or gather signatures, based on your company’s policies
Any user with permissions greater than a Viewer, but less than an Admin is a Standard user.
Standard User Functionality |
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Submit, request, and track contracts |
View or edit the Repository |
Comment |
Sign and manage signatures |
Negotiate and redline agreements |
Approve contracts |
Build Insights reports |
Archive workflows |
Use AI Assist |
Create a Group and Edit the Group’s Permissions
A common way to manage Standard users is to create a group for each department and give each group per-workflow access to department-specific contracts and records. For example, you can create a Sales group and grant them access to start Sales agreements.
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click Create Group.
- Enter the department’s name and click Save.
- Click Edit Group.
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Update the group’s permissions. You can give the group almost any permission, as long as the Workflow Designer and Playbook permissions remain as follows:
- Workflow Designer: No Access to Workflow Designer
- Playbook: View or None
Manage Viewer Users
Viewer users have the least amount of access. This is great for team members that need ongoing visibility into contract workflows and completed records, but don’t actively participate in submission, editing, and approval. Viewers include any user that only has permission to view, comment, or sign contracts.
There are a variety of common Viewer users including:
- Accounts Payable and Customer Success teams that view completed Sales and Vendor contracts
- Managers and Directors that want visibility into their team’s active contracts
- C-Suite Executives that sign off on high value contracts, but don’t typically approve the contracts
Viewer User Functionality |
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View contract requests |
View the Repository |
Comment (both in documents and the Activity Feed) |
Sign contracts assigned to them |
Assign a User Viewer Permissions
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click on the Everyone group, and then click Edit Group. Update the permissions to the following:
Permission Setting Starting WorkflowsThis dropdown must be blank. Workflow AccessSelect any option. RepositorySelect any option except for View, edit, and create access to all record types (current and future). If you selectChoose access rights for specific Records and Record Types, the Allow users to upload new contracts of any type checkbox must remain unselected.
Workflow DesignerSelect No Access to Workflow Designer.Ironclad EditorSelect Comment only.PlaybookSelect View or None.InsightsSelect any option. AI AssistSelect No. Users & Groups AdministrationSelect No. - Click Save.
- Verify that Standard users are assigned the appropriate permissions in a group other than the Everyone group.
- Click Users and Groups > Groups.
- Click Create Group.
- Enter a descriptive name and click Save.
- Click Edit Group.
- Update the group’s permissions.