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Users, Security & Roles

Knowledge Base Articles on Users, Security & Roles

Modifying a RoleInformation on how to change the Role Name, Role Type, Feature Access and Permissions for different Roles in Contract Logix
Adding New UsersInformation on how to add New Users into Contract Logix
Adding Users to a RoleInformation on how to add Users to Roles in Contract Logix
Cloning (copying) a RoleInformation on how to clone an existing Role into a new Role in Contract Logix
How to Set Up your Organizational HierarchyInformation on how to build the Organizational hierarchy in Contract Logix
Organization Levels and RolesInformation on the different Levels and Roles that can be configured into your Organization in Contract Logix
Parent RolesInformation on how Parent Roles function within your Organization in Contract Logix
Relational RolesInformation on how Relational Roles function within your Organization in Contract Logix
Role Feature AccessInformation on Role Feature Access in Contract Logix
Role PermissionsInformation on and how to configure the Role Permissions in Contract Logix
Standard RolesInformation on how Standard Roles function within your Organization in Contract Logix
Subscription TypesInformation on the different subscription types in Contract Logix
How to Suspend and/or Remove UsersInformation on how to suspend or remove Users from your account in Contract Logix
Access All Org Ownership PermissionsThis article describes how to use the "Access All Org Ownership" checkbox to provide users with access to Contract Logix records outside of their internal department/organization.