Contracts include sensitive information. It is also very important that the contracts have the correct content to maximize compliance with legal standards and guidelines.
Our user management functionality makes it possible to determine each user’s level of permission to access and make changes in your contracts. It's finally possible to decentralize contract management, but stay in control.
There are three different user roles in Precisely: Admin, Manager and Member.
Admins are superusers with full access and control over your organization. They can create, share and see all templates and documents in your organization. They also have the authority to invite other users, create teams and to change your organization settings and billing.
Typical user: CEO, CFO, Legal Counsel
Managers are authorized to create, run, and edit templates - and contracts that are generated from those templates before they are sent for electronic signing. They have access to templates that are shared to the Teams that they belong to and can see each contract that is created from those templates.
However, they cannot access your organization settings or billing, or see templates, contracts or other documents that aren't shared with them.
Typical user: heads of departments, contract managers
Members have the lowest authority of all user roles. They can run templates that someone has shared with them and send them for electronic signing. They are not authorized to make changes in the contracts that are generated from a template (and cannot make changes in the templates either). However, members can upload .pdf generated outside of Precisely and send them for e-signing.
Typical user: coworkers not falling within the aforementioned categories, such as sales representatives.
Members can also see all contracts that are shared with a Team they belong to.
They cannot access your organization settings or billing, or see templates, contracts or other documents that aren't shared with them.