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Standard Roles

Information on how Standard Roles function within your Organization in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 3 months ago

Standard roles are added individually to a specific organization level and are configured independently. Use a Standard role when each role demands unique features and/or permissions.

To create a new Standard role:

  1. From the homepage, click to access the Application Settings, then click

    from the Settings menu.

  2. Locate the organization to which the role will belong and click .

  3. Enter a Role Name.

  4. Select the Standard radio button.

  5. Click .

  6. Click and set the feature access for the role. See Role Feature Access for a list of features you can configure.

  7. Click and set permissions for the role. See Role Permissions for details.

You may now add users to the role. For more information, click the Adding Users to a Role link.

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