Inviting New Users

  • Updated

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The instructions below will provide an overview of how Super Administrators can invite additional users in Contracts Monitor, update details of contracts, and impersonate users.

How to Invite Additional Users

Contracts Monitor (CM) Super Administrators will be able to invite users within their organisation to use the CM platform. 

  1. On the home page, click on the Switch to Enterprise view button on the Personal Dashboard.

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  2. You will be presented with a summary of the number of Contracts and Users within your Contracts Monitor enterprise.

    Select Manage to the right of the Users heading to manage the users in your CM enterprise.

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  3. On the Manage your users page, you will be presented with a breakdown of the following information:
    • The maximum number of licences (users) available for your CM enterprise.
    • The number of users that have been invited to your CM enterprise.
    • The number of invitations (for users) available for your CM enterprise. 
    • A breakdown of all the users that are currently on the CM enterprise. The user's name, email address, type (Viewer or Manager), and status are displayed. You can select to delete any pending invites.

  4. To invite more users, click on the Invite more users link in the top right corner of the page.

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  5. On the Manage user invitations page, fill out the details on the Invite someone to use Contracts Monitor for your business section to the right of the page. You'll need to enter their name and email address and select their permissions:
    • Contract Manager: The user can add, edit, and delete contracts for your organisation.
    • Contract Viewer: The user can only view contracts for your organisation. They cannot add, edit, or delete contracts.

  6. Once you have completed inputting the required information and have selected the desired permissions, select Invite to invite the new user.

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  7. The invited user will receive an email. They will need to follow the instructions within the email to accept the invitation and complete the registration process.

  8. Once the user has accepted their invitation, their details will appear in the Manage your users and Manage user invitations pages of your CM enterprise.