Ironclad assigns a seat type to users based on the total permissions they obtain from their group(s) and assignments within Workflow Designer. There are three user seat types in Ironclad:
- Administrator
- Standard
- Requester/Viewer
Use Case
At Classics, Inc., the Legal Operations Manager regularly audits user access to ensure each team member has the appropriate level of permissions. During a quarterly review, the manager opens the User Permissions panel for a team member to confirm that they have the correct.
By expanding each section (Administrator, Standard, and Requester/Viewer), the manager can quickly see which groups grant which permissions. When they notice a user in the Procurement group who no longer needs workflow editing rights, they click the group name to go directly to the group’s settings page and remove unnecessary permissions.
Permissions
| Features | Company Settings |
| Permissions | Admin role |
Seat Types
Administrator
Administrator user seats are assigned to:
- Users in the default Administrators group
- Users with the following admin-level permissions:
- AI Clauses
- API Management
- Data Manager
- Global Clause Library
- Integrations Management
- Metadata Import
- Security and Data Management
- Users and Groups Administration
- Delete Workflows
- Workflow Designer
- Workflow Management
Standard
Standard seats are assigned to users who actively participate in submitting or requesting contracts, editing and redlining agreements, approving workflows, etc.
Generally, the majority of users are standard. Any user with permissions greater than a Requester or Viewer, but less than an Admin, is a Standard user.
By default, the Everyone group's permissions align to a Standard seat type. If necessary, adjust the permissions in this group to align to a Requester/Viewer seat type instead.
Requester/Viewer
Requester/Viewer seats are assigned to users that only have permission to view, comment on, or sign contracts (Requesters can also request contracts). They have the least amount of access to Ironclad compared to the other seat types.
The Requester/Viewer seat is a good fit 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.
View How Many Users of Each Seat Type
Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users. At the top, you can see how many users of each type (administrators, standard, and viewers) are in your company. You can filter by seat type in the user list. The entire list can be exported as a CSV file.
Manage Seat Types
To change a users seat type, you need to understand the seat type they currently are and the permissions you want to enable/disable that will result in the desired 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.
- Click on their name and a details panel displays on the right.
- Click the User Seat Type tab.
In this panel, you can view all permissions and group assignments that determine the user’s current seat type. The panel is divided into three sections: Administrator, Standard, and Requester/Viewer. Expand each section to see which groups the user belongs to and how those memberships contribute to their permissions. To update a user’s group assignment, click the group name to navigate directly to the group’s page and make any necessary changes.
Resources
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