User Onboarding

Who can do this: Organization admins

Step 1: Create departments

Contract access rules (Step 2) target users by department. Create the departments you need first. Visit this page for more information.

1. Open Admin from the sidebar.
2. Open Manage Users in the Security tab.
3. Go to the Manage User Departments tab.
4. Add each department your organization has (e.g. Legal, Procurement).

Tip: If Contract Access shows “No departments” in the department dropdown, finish this step first — the UI points you back here to create departments.

Step 2: Configure contract access rules

Rules define which contracts users in a given department can see (for example by contract type/category, dates, or other allowed fields). Each rule ties one department to one contract condition; add multiple rules if the same department should get access under different conditions (those combine as “match any” for access). Visit this page for more information.

1. Open Admin.
2. Open Manage Contract Access in the Security tab.
3. Use the Create access rules tab to add rules: choose a department. Set the contract field and value (e.g. category, end date, payment terms).
4. After saving, use Apply to existing (if available) so that the rules are applied to existing contracts and users.

Step 3: Add users and assign them to departments

When users are in the right department, they receive access according to the contract access rules you defined. Optionally, users can also receive explicit access to specific contracts via the same Contract Access area. Visit this page for more information.

1. Open Admin from the sidebar.
2. Open Manage Users in the Security tab.
3. Use the Add Users tab to invite or add users
4. Assign each user to a department
5. Confirm Roles for each user if needed. Visit this page for more information.

Order reminder: Departments (Step 1) → Rules (Step 2) → Users + department assignment (Step 3). If you add users before rules exist, they may only see contracts they created or that were explicitly shared until rules are applied.