Contract roles
- Last UpdatedApr 09, 2024
- 3 minute read
Access to a contract is determined by the assigned contract roles - the users assigned to each role can be seen on the contract's Details page. All users who have a contract role have non-confidential view access to the contract.
|
Contract role |
Description |
Members |
|
Contractor Representative |
The person who officially represents the contractor when interfacing with the contracting company. |
A single named contractor user. Each contract must have a Contractor Representative. |
|
Contractor Administrator |
A contractor user who can manage the same aspects of the contract as the Contractor Representative, but is not the designated contact for notifications, etc.. |
One or more named contractor users. |
|
Contractor Information Management |
A contractor user who has access only to non-confidential contract information. They can manage various aspects of the contract such as communications, obligations and contract documents, provided they do not contain confidential information. |
One or more named contractor users. |
|
Contractor Functional Support |
A contractor user who has read-only access to non-confidential contract information. They are not able to manage any aspect of the contract. |
One or more named contractor users. |
Contract role permissions
Confidential information is:
-
contract and communication financial values
-
contract documents and communication attachments marked as Confidential
-
confidential custom fields
A non-confidential communication does not have any financial values, confidential custom fields, or attached documents marked as Confidential.
|
Contract role |
View non-nonfidential information |
View confidential information |
Create/approve communications |
Add/maintain Contract Library documents |
Update contract obligations |
|
Contractor Representative |
|
|
|
|
|
|
Contractor Administrator |
|
|
|
|
|
|
Contractor Information Management |
|
Non-confidential only |
Non-confidential only |
|
|
|
Contractor Functional Support |
|
