This article will walk you through how to manage Admin, Standard, and Requester users. If your plan includes View users, refer to Manage Admin, Standard, and Viewer Users.
Where can I view a user’s seat type?
To view a user’s current seat type, click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups. A user’s current seat type is listed next to their name.
How do I determine why a user is designated their current seat type?
To understand why a user is assigned their current seat type, you can click the designation after their name to open a window which will list all permissions and assignments that result in the user being assigned their current seat type.
If I update a user’s permissions, will this impact their seat type?
Yes, if applicable! Ironclad assigns a user a seat based on the permissions they have through their group membership and assignments within Workflow Designer such as approver assignments. When you update a user’s permissions, it could potentially change their seat type. To understand if the changes you want to make will result in your user’s seat type being changed, refer to the table below that details the different user types and their associated capabilities:
Manage Requester Users
NOTE
A user with a Requester license typically cannot approve workflows. However, there is a specific exception: if the Requester is also the Workflow Owner, and an Approver step is assigned to the Workflow Owner within the workflow configuration, then this user can approve, despite their Requester license. In such a scenario, their license will not automatically upgrade to a Standard user license. However, Requesters cannot be assigned as an approver unless they are initially the Workflow Owner.
- Accounts Payable and Customer Success teams that view completed Sales and Vendor contracts
- Sales teams launching workflows to kick off sales agreements like Order Forms or ESAs
- 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
| Requester User Functionality |
| Launch contracts |
| View and comment on requests |
| Sign and manage signatures |
| Search and view contracts in with allowed permissions in Repository |
Assign a User Requester Permissions
- Click on your profile icon 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:
- Click on the Everyone group, and then click Edit Group. Update the permissions to the following:
Permission Setting Insights Select No access to Insights. Ironclad Editor Select Can comment. Repository Select any option except for View, edit, and create access to all Record types (current and future).
Choose access rights for specific Records and Record Types, the Allow users to upload new contracts of any type checkbox must remain unselected.Starting Workflows Select any option. Workflow Access Leave this field blank. Workflow Designer Select No access to Workflow Designer. - 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.
Manage Standard Users
- 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
| Standard User Functionality |
| Launch contracts |
| View and comment on requests |
| Sign and manage signatures |
| Search and view contracts in with allowed permissions in Repository |
| Review and approve contracts |
| Redline and negotiate in Editor |
| Customize dashboard for in-flight contracts |
| Smart Import contracts via Repository |
| Configure and share Insights |
Create a Group and Edit the Group’s Permissions
- Click on your profile icon 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.
-
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 Admin Users
- 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)
| Admin User Functionality |
| Launch contracts |
| View and comment on requests |
| Sign contracts they are assigned to as a signer |
| Search and view contracts in Repository |
| Review and approve contracts |
| Redline and negotiate in Editor |
| Customize dashboard for in-flight contracts |
| Smart Import contracts via Repository |
| Configure and share Insights |
| Manage contract data (import and bulk edit metadata) |
| Configure and manage Workflows in Workflow Designer |
| Configure and manage Playbooks |
| Manage users, permissions and settings |
Assign a User to the Administrator Group
- Click on your profile icon 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.