Contracts often include sensitive information. It's also very important that the contracts have the correct content to maximize compliance with legal standards and guidelines.
Precisely's user management functionality makes it possible to determine each user’s level of permission to access and make changes to 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 super users with full access and control of your organization. They can create, share and see all templates and documents in your organization. They're the only users who have the authority to invite other users, create teams and change your organization settings and billing.
Typical user: CEO, CFO, Legal Counsel
Managers are authorized to create, run and edit templates. They have access to templates that are shared with the Teams that they belong to — as well as all contracts that are generated from such shared templates. Furthermore, they can make free-text changes to documents that are created from a template.
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're not authorized to make changes to the contracts that are generated from a template (and cannot make changes in the templates either). However, members can upload .pdf files generated outside of Precisely and send them for e-signing. 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.
Typical user: coworkers not falling within the aforementioned categories, such as sales representatives.