When you have created contact, you're ready to send it to your colleagues or counterparties.
Note:
The role list will differ for colleagues and counterparties.
Counterparty roles
To set a counterparty role:
- Create or open a contract.
- In the contract Participants tab, click Add counterparty.
- Fill in all required fields, click the role drop-down arrow, and click Add.
You can sign the following roles to the counterparties:
- Signatory - a party that can sign the contract, edit, and add comments.
- Influencer - a party with access to the contract who can edit and add comments.
- Viewer - a party with access to the contract who can add comments.
Colleague roles
To add a colleague with a specific role to your contract party or edit an existing one:
- Create or open a contract.
- Click Add colleague if you add a new colleague or click the Edit icon to edit one.
- Fill in the required fields for a new colleague and click the User role drop-down arrow to select a role.
Apart from the Influencer, Signatory, and Viewer, there is one more role available for a colleague:
- Organizer - a colleague with admin access rights to the contract. If the contract has a life cycle, the organizer will receive the reminder e-mails like signatories and influencers. Organizers can be added at any contract stage, including closed contracts. Learn more about organizers here.
Note:
Users with the Manager role in a specific workspace can add themselves (or other colleagues) as an organizer to a colleague's contract at any stage of the contract process. This permission is granted via the Admin tab > Roles. Learn more about Roles and permissions in a workspace.