🌟Kickstart functionality
Quickly share a contract with an internal employee who doesn't have access yet?
There are two ways to grant someone access to a contract.
Permissions
A user may have rights based on their respective role and the associated contract management role in our software. If the user has the contract manager role, you don't need to take any additional steps to grant them access to the contract.
Share specific contract
If a user doesn't have the contract manager role, they can be granted access on a per-contract basis. Here's how it works:
- Click on 'Contract Manager' from the user home and open the specific contract file.
- Click on the 'Share' tab in the top tab bar.
- Then, click on the + sign on the right side of the card.
- Select the appropriate user and the type of rights the user will have. The note should explain why the user has been granted access to the contract dossier.
Sharing contracts ensures that everything happens securely in one place within the system. If you choose to share contracts outside of Easy1, such as via email, you may encounter security issues and a loss of overview.