Update contract roles

You can assign additional users and business process roles to contract roles. See Contract role hierarchy and assignment.

Warning Assigning a new user to the Contract Owner, Company Representative or Contractor Representative contract roles will unassign the previous user. This has the effect of removing any associated permissions from the user.

You can also remove users and business process roles.

If a business process role or company user which is already assigned to a contract role is added to the same contract role at a higher level Best Practice Library, it is 'cleaned' from the lower levels. 'Cleaning' is permanent. If the business process role or company user is subsequently removed from the higher-level contract role, it is not reassigned at the lower-level.

Note You can only replace, not remove, the user in the Contract Owner, Company Representative or Contractor Representative contract roles.

Who can remove users and business process roles from contract roles?

The following users can remove users and business process roles from contract roles:

• Business unit Best Practice Library: users with one of the following sets of permissions:

  • the Manage Business Unit Best Practice Library permission for the business unit

  • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

• Project/dept Best Practice Library: the Project Administrator

• Contract Configuration: users with the following contract roles:

  • Contract Owner

  • Contract Administrator

  • Contract Process Owner

  • Company Representative

• Award in a tender Award schedule item (Contract Configuration):

  • the tender administrators

  • tender team members assigned to the Award schedule item

To remove a user or business process role from a contract role:

1. Navigate to the Best Practice Library for the business unit or project/dept, or the Contract Configuration page.

2. Select the Contract Roles tab.

   The Contract Roles page is displayed.

3. If you are in the Contract Configuration, ensure that View Contract Roles is selected.

4. Click the icon for the business role or user you want to remove.

   A confirmation message is displayed. Click OK.