On the User Configuration page which can be reached through the “My Company” tab, two sections are provided. Only the Administrator can make changes in both sections.
Company Divisions
The Administrator can Add, Edit and Remove Divisions on the User configurations page.
For Adding a new Division click the “Add Division” button. On the ‘Add a New Division window’ fill in the provided fields then click the “Accept” button. Entering location information is optional. ⚠ The users can change the contract’s currency in the contract’s Draft stage later if needed based on their roles and permissions.
Clicking the Recycle icon will remove the existing division.
When a user creates a contract he/she can select a division for the contract. By deleting a division, existing contracts that are part of the deleted division will automatically be moved to the default division.
By clicking the Pencil icon, the administrator can edit the division.
User Section
On the User configuration page, the Administrator can Add or Delete users, view user information, view user’s permissions and edit their permissions.
After signing up in ContractComplete, each company can create only one free contract. The administrators can add as many as users they want before creating their second contract. But after creating the free contract they have to upgrade their plan and pay for the previously added users to be able to continue creating contracts.
The Administrators can Upgrade their Plan in the Subscriptions page through the “My Company” tab. For more information about the pricing please click here. After Upgrading the Plan and paying for the previously added users, the Administrator have to first increase the number of the users on the Subscription page by clicking the “Change link” and then he will be able to add new users on the User Configuration page.
Note: Provided messages will help you throughout the ContarctComplete. Don’t worry you can delete users at any time and update their number on the Subscriptions page.
Now for adding a new user click the “Add user” button on the User Configuration page. On the ‘Account Invite’ window enter Name, Last Name and the user’s email address then click the “Next” button.
On the ‘Edit User Permissions’ window select one of the four provided permissions for the added user.
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- For giving the User Administrator Permission make sure the Administrator check box is checked.
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- For selecting other Permissions, first uncheck the Administrator checkbox. Now click on one of the divisions on the left side, then select a Permission.
Each user can have the same or different permission in different divisions. (e.g a user can have the Manager Permission in Division A and at the same time be only a Resource Viewer in Division B).Click the “Accept” button to finish adding the user.
- For selecting other Permissions, first uncheck the Administrator checkbox. Now click on one of the divisions on the left side, then select a Permission.
Note:
- Click the Plus sign for each permission to see the permitted actions. Other than the listed actions, the Administrator can add/delete users, view and update payment information, add/delete divisions and assign admin rights to other users.
Resend invite Option can be used later to make sure the user has received the Invitation email in case the user didn’t sign up.