The table below sets out with which combination of user role and file role you have the following authorisations within the contract management module;
Role in the domain (organisation) | Admin (800) | Standard (810) | Admin (800) | Standard (810) | Organisation admin |
Role in file | Contract admin | Consultant | Consultant | Contract admin |
|
Organisation level |
|
|
|
|
|
Create new file | No | No | No | No | Yes |
Create rapport | Yes | Yes | Yes | Yes | Yes |
File level |
|
|
|
|
|
Update basic data file | No | No | No | No | Yes |
Managing working groups | Yes | No | No | Yes | Yes |
View contracts on file | Yes | Yes | Yes | Yes | Yes |
Contract level |
|
|
|
|
|
Create contract | Yes | No | Yes | No | Yes |
Edit contract | Yes | No | No | Yes | Yes |
Delete contract | Yes | No | No | Yes | Yes |
Edit template | Yes | No | No | Yes | Yes |
Move contract to a different file | Yes | No | No | Yes | Yes |