Adding a User to a Contract via the User's profile

The purpose of this article is to explain how a Superuser can add a User to a contract/multiple contracts within the client administration panel.

Video content is available below.

How to add a User to a Contract

Start by navigating to the Users section. Within here, search for the relevant User and then click on pencil icon on the right to enter the User's profile:

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Within the User edit area, select the Contacts tab:

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Here you will be able to see all contracts that the User is attached to already, if any.

You can make use of the filters and search function to locate any contracts you may be looking for.

To add the User to a contract(s), select the + button. This will load a list of all available contracts which the User can be added to:

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Again, you can make use of the filter options and search bar at the top of the page to locate the desired contract(s):

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If you need to add the User to any categories, sites, frameworks or divisions, these can be selected within the Association filter button shown above.

Use the tick boxes on the left-hand side to select which contracts you are adding this user to (clicking the tick box next to Contract Name will select all contracts in the search results.

Once you have made your selection, select Confirm:

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It is now possible to choose the User’s Party, role and thresholds for the contracts you have selected.

This can be done individually, or, you may make use of the Push To Selection(s) tool bar at the top and push this to all selected contracts. This is helpful when adding a User to a large number of contracts:

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For a full view of all financial and date thresholds relating to different event types, select the Column Options button in the top-right corner of the screen: 

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If using the multi-contract tool, once you have input the desired data, select Push to selection(s) to automatically fill in the required fields:

Note

Hover over the i-balloons for an explanation of each of the thresholds.


Once done, select Submit

The process is then complete, and the User will be able to access the contracts.

Video Tutorial

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