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Enabling and Using Complex Permissions

Need to give a user different roles per folder? Introducing Complex Permissions!

Complex Permissions enables you to customize role permissions depending on the folder a contract is in. For example, you can give a user (or group) the role of "Standard" for one folder and "Read Only" for others.  This means the user could modify data in the folders where they have a Standard role and would not have that capability in the folders where they have a Read Only role.

How to enable Complex Permissions 

Only an Admin can enable complex permissions

1. Under Settings, select "Users."

2. Toggle the "Complex Permissions" on:

How to assign complex permissions:

1. Go to settings and select Users

Screenshot 2024-01-08 at 21.10.00

2) Select the Primary Role - This will be the role applied to all folders the user has access to, EXCEPT where complex permissions are given:
Screenshot 2024-01-08 at 21.03.54-1
3) Select the exception folders.  This can be applied in main folders and subfolders:

Screenshot 2024-01-08 at 21.13.57

Once you selected the folders you want to give the user access to, do not forget to hit the SAVE button!

You can add multiple users. Check out this article to learn how. 
You can also add multiple users to user groups with complex permissions. This article explains how to create user groups


 If you have any questions or would like more information, please reach out to  support@contractsafe.com.