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Getting Started: Onboard Users

 

User Setup in Pramata Platform

How to Configure Users with a Profile

The Contract Request module and its sub modules will be visible based on the permission level granted to the users Profile.

To update the Permission Level for a Profile:

  1. Navigate to the User Management module and select the Profiles sub module.

  2. Click Edit against the Profile that must be updated

  3. In the pop-up screen, enable Contract Request and select any of the Permission Levels:

    • Requestor
    • Legal Team Manager
    • Legal Manager
    • Legal Admin

Note: Use the User Management module to assign a user to the specific Profile with Permission Level.

profiles CR new.png

Note: CRM users are provided with 'Requestor' Permission level by default.

 

Permission Definitions

To access the Contract Request modules based on the Permission Levels, ensure that the user is configured to the Profile. Learn more here.

 

Actions Users can take in Contract Request Module Requestor Legal Team Member Legal Manager Legal Admin
Create and Submit a Request Yes Yes Yes Yes
View a Request Yes, only if it is submitted by you Yes, only if assigned to you Yes Yes`
Comment on a submitted Request Yes, only if assigned to you Yes, only if assigned to you Yes Yes
Assign a Request No No Yes Yes
View & Access KPIs  No No Yes Yes

View & Access Settings Module

  • Manage Forms
  • Manage Auto Assignment
  • Manage Other Settings
  • Manage Workflow Configuration
  • Manage Contract Request Types
 No No No Yes

Send for Approval

  • Recall Approval Request

  • Send Reminder

 Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you
Delete a Request Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you
Change/Update Status Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you
Initiate E Signature Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you
Upload New Version in Contract Drafts Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you
Respond to an Approval Yes Yes Yes Yes

Copy attachments from “Files from Comment” section to “Contract Drafts” section

 

 Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you Yes, only if assigned to you