Reference: User Roles in Contracts
This table illustrates actions available to sourcing managers and stakeholders. Company administrators can perform all of these actions and set up company contract types, reasons, and statuses in settings. You can perform different contract actions based on the user role. Stakeholders can have different levels of permissions within different contracts.
Actions | Sourcing Manager | Stakeholder |
|---|---|---|
Select and apply filters. | Yes | Yes |
Create saved filter views. | Yes | Yes |
Start new contracts. | Yes | Only when they send requests. |
View contract requests. | Yes | Only on their own requests. |
Edit and delete contract requests. | Yes | No |
Add, edit, and delete contract statuses. | No | No |
Manage template milestones for contract types. | No | No |
Manage contract fields. | No | No |
Add suppliers. | Yes | Only when they include the supplier in intake. |
Change contract statuses. | Yes | Only when they have Read/Write permission. |
Link related contracts. | Yes | No |
Invite stakeholders. | Yes | No |
Change stakeholder permissions. | Yes | No |
Add or delete milestones. | Yes | Only when they have Read/Write permission. |
View milestones. | Yes | Yes |
Manage email notifications. | Yes | Only when they have Read/Write permission. |
Authorize DocuSign for the company. | No | No |
Attach documents in DocuSign. | Yes | No |
Approve contract. | Yes | Yes |