Managing who can see or edit the binder and its content

You can manage the user rights on the binder level (as well as on contract level).

 

➜ Click “BINDERS” icon on the left column to open the Binders view

➜ Navigate to the binder which rights you want to modify

➜ Click “” icon to open the action menu for that specific binder.

➜ Select “Sharing” to open the Sharing pop-up

➜ You can either add a new user or user group to the binder. To do this, either click ‘Add User’ or ‘Add Group’ –button.

➜ After that, select the user or group you want add to this binder and then the permission level (view / edit). “View” gives user view rights to that specific binder and all sub-binders below it, including the contracts in these binders. “Edit” gives user edit rights to same content.

➜ Click ‘Add User’ or ‘Add Group’ –button to add the rights

➜ To modify existing user rights, click the ‘pen’ –icon right after the user name.

➜ To delete existing user rights, click the ‘cross’ –icon right after the user name.