This topic 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.
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 |
| 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
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 Requester, but less than an Admin, is a Standard user.
| 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
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 Requester Users
Requester users have the least amount of access. This is great for team members that need ongoing visibility into contract workflows and completed records, and only use Ironclad, via the app or integrations, for the purpose of contract submission or requests. Requesters include any user that only has permission to view, comment, request, or sign contracts. They may also have access to launch a very limited set of contracts and view only those related contracts in Repository.
There are a variety of common Requester users including:
- 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 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 WorkflowsSelect any option. Workflow AccessLeave this field blank. RepositorySelect any option except for View, edit, and create access to all Record types (current and future).Workflow DesignerSelect No access to Workflow Designer.Ironclad EditorSelect Can comment.PlaybookSelect No access to Playbooks.InsightsSelect No access to Insights. - 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.