Contract access rules (Admin)
Control which users or roles can see which contracts. Use access rules to restrict contract visibility by type, attribute, or other criteria so only the right people see the right data.
Contract access rules let admins restrict which contracts a user or role can see. This is in addition to view-level and feature permissions.
Where to configure
- Admin → Contract Access (or "Contract access rules").
- You define rules that link users or roles to contracts or contract sets (e.g. by type, party, or a specific list). Only matching contracts are visible to those users.
Typical rule types
- By contract type – e.g. "Role X can only see MSAs" or "Role Y can see all except NDAs."
- By party/counterparty – e.g. "User A sees only contracts where Acme is a party."
- By custom attribute – e.g. "Region = EMEA" so only EMEA contracts are visible to that role.
- Explicit list – Grant access to a specific set of contract IDs or a saved view.
When a user has no access rule, they may see all contracts (subject to other permissions), or your org may default to "no access" until a rule is added. Contract access is enforced in contract views, contract detail, search, and AI answers.
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