This topic will walk you through how to manage users in Ironclad Clickwrap. This includes how to invite users, edit their permissions, and remove users from your account or site.
The three user roles in Clickwrap are Admins, Members, and Owners.
User Roles Overview
Admins are able to view and adjust all settings and integrations, view and add users, and view and update the Legal Center.
Members are able to view a select amount of settings and users, but they are unable to make any changes or updates to them. When users log in for the first time through SSO, they are added to Clickwrap as Members with the following permissions:
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Owners have the same access as Admins, except they cannot be removed from a site unless they transfer the Owner role to another user in the site. Only the Owner themselves (not Admins) can adjust the Owner's access settings and transfer Owner rights.
The listed users in the Users section are account-wide, not site-wide.
Granular Permissions
You can set additional permissions on the user level.
| Permission | Description | Additional Details |
|---|---|---|
|
Create
|
Create Templates, Clickwrap Groups, and Legal Centers | |
|
Edit
|
Edit Templates, Clickwrap Groups, and Legal Centers | |
|
Edit Contract Metadata
|
Edit Classification, Tags, Locales, and Countries on Templates | |
|
Export
|
Export contract metadata and executed contracts | |
|
Manually Complete
|
Manually complete Signature Requests | This permission is related to a product that is no longer sold. |
|
Manage Merge Fields
|
Create and update Merge Fields | |
|
Manage Salesforce Field Mappings
|
Edit custom external Salesforce Field Mappings | This permission is related to a product that is no longer sold and must be enabled by Ironclad in order to access. |
|
Manage Snapshots
|
Create and edit Snapshot Location configurations | Users with this permission are notified of Snapshot errors via email. |
|
Needs Approval
|
Needs to send Signature Requests for approval | This permission is related to a product that is no longer sold. |
|
Publish
|
Publish Templates, Clickwrap Groups, and Legal Centers | |
|
Publish Guides
|
Publish Guides on a Clickwrap Group | |
|
Read Restricted Fields
|
View the values of restricted fields | This permission is related to a product that is no longer sold. |
|
Send
|
Send Signature Requests | If you have Ironclad CLM and Ironclad Clickwrap, this permission is only required for the integration user who links the two accounts. |
|
Upload Snapshots
|
Upload manually captured Snapshots on a Snapshot Location |
Manage Users
Add Users
You can provide your team access to a site by inviting them to join by their email address.
- If you are in the Clickwrap New Experience, click your user icon in the top right corner > Settings > Users. This opens a Classic Experience in a new tab.
- If you are in the Clickwrap Classic Experience, click your user icon in the bottom left corner > Settings. Select Users.
- Click the plus sign.
- Enter the email address of the user you’d like to invite. This must be a valid email address.
- Select the appropriate user role. Click Edit Permissions to edit the granular permissions. Select which site(s) to add the user to.
- Click Invite to Site. If this is the user’s first site, they’ll log directly into it. If they have access to multiple sites, they can switch sites to view the newly added site.
Newly added users have a Pending status in the user list. They remain as pending until they accept their email invitation and create their user profile.
Update Existing Users
- Select the user in the user list.
- To add to an additional site, click Add to Site.
- To edit their existing permissions in a site, hover over the corresponding site’s three dots, then select Edit Permissions.
- Select the appropriate user role and permissions.
- Click Save.
Remove Users
To remove a user from a specific site, follow the steps below:
- Select the user in the user list.
- Hover over the corresponding site’s three dots, then select Revoke Access.
To remove a user from your entire account (all sites), follow the steps below:
- Select the user in the user list.
- Click Remove User.