Administrators and other authorized account managers can invite new users from Settings > Users. The current permissions model separates users, groups, and resource access so you can assign a primary role, add group memberships, and grant access to the folders, tags, and My Companies the user needs.
Table of contents
- Before you add a user
- Add and invite a new user
- Assign folders, tags, and My Companies
- Assign new contract notifications
- Related articles
Before you add a user
Before sending an invitation, decide:
- What the user needs to do in ContractSafe.
- Which primary role best matches those responsibilities.
- Which folders, tags, and My Companies the user should access.
- Whether the user should belong to one or more permission groups.
- Whether the user needs SSO, a notification rule, or other advanced settings.
Note: New users do not automatically receive access to every folder. Start with the least access needed, then add resources as the user’s responsibilities require.
Add and invite a new user
To invite a user:
- Go to Settings > Users.
- Select Add User.
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Select a role for the user(s), or/and add them to a group.
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Enter the user’s email address. If you’re adding multiple users, separate each email address with a comma.
Note: You can also add a custom message (this is optional)
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Choose which contracts the user can access: All folders or specific folders.
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Select the permission level the user will have for the selected folders.
Note: If you select a role other than Admin, you will have the option to customize the user’s permissions for each folder.
Assign folders, tags, and My Companies
After adding a user, assign access to the resources they need. In the Users interface, permissions can be managed by:
- Folders — give access to a main folder or select a specific subfolder.
- Tags — grant access to contracts identified by particular tags.
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My Companies — control access to contracts associated with selected companies.
Assign New Contract Notifications
- None: You will not receive any notifications from folders.
- All Folders with Access: You will receive notifications from all folders you have access to.
- Choose Which Folders: You will receive notifications only from the specific folders you select.
Note: If you select “Choose Which Folders” you will need to manually enable the bell icon for each folder where you want to receive notifications.
Screenshot for reference:
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Once you’re done, you can send the invitation. The user will receive an email from ContractSafe with a link to log in and access their account.
Related articles
- ContractSafe Permissions: Roles, Groups, and Access Control
- Creating User Groups
- New User Cannot See Any Contracts
- How do I manage or restrict what a User sees?
- Adding Multiple Users at Once
Please reach out to support@contractsafe.com for any questions.