Provide permissions to configure default contract document information

  • Release version: Washingtondc
  • Updated April 16, 2024
  • 1 minute to read

    • As an administrator, enable a contract user to configure information placed in the contract document by assigning a contract configurator role.

    Before you begin

    Role required: admin

    About this task

    Template mappings automatically insert default information in the contract document. To configure template mappings, the contract user requires a contracts configurator (sn_cm_core.contract_config) role.

    Procedure

    1. Navigate to All > User Administration > Users.
    2. Search for and select the user.
    3. In the Roles related list, select Edit.
    4. Move the sn_cm_core.contract_config role from the Available list to the Selected list.
    5. Select Save.
    6. Save the user record by selecting Update.