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How to create user groups in ContractSafe

Stop managing users one by one. With User Groups, you can set permissions for an entire team in a single step.

ContractSafe's User Groups let you manage user access and permissions for a whole team at once. Admins and Department Admins turn on groups under Settings > Users, then create a group with its members, organization role, contract notifications and folder access. This article guides you through creating user groups and assigning them to relevant users.

Benefits of user groups

  • Reduced time investment: Create groups for users with similar department or role needs, eliminating the need for individual permission assignments.
  • Improved consistency: Ensure consistent access levels across users within the same group.
  • Simplified management: Easily manage permissions for an entire group, simplifying user access control.

Enable user groups

Note: Only users with Admin and Department Admin permission can activate User Groups within ContractSafe.

  1. Navigate to Settings: Access the Settings menu and select Users.
  2. Click the three-dot menu, then toggle on Groups Enable.
    Settings Users page with the three-dot menu open and the Groups Enable toggle

Create a user group

  1. Go to the Groups tab and click the +Add Group button.
    Groups tab on the Users page with the +Add Group button
  2. A panel will open on the right-hand side, where you can edit the:
    • Group name
    • Description
    • Members
    • Organization Role
    • Contract Notification
    • Folder Access
    Creating a Finance team group in the right-hand panel with name, members, role, notifications and folder access

Add users to a group

Wanting to add another user to the group? Here's how: click the expand arrow next to the user's name, add them to the group, and save changes.

Expanding a user's row on the Users page and adding them to the Finance team group

Manage existing user groups

To edit permissions for an existing user group, access the Groups tab, select the group name, and modify the settings as needed via the arrow button on the rightmost side next to the group.

Groups tab listing existing user groups with the arrow button to edit each group

From this page, you can modify the group settings:

Edit group page with the group's members, organization role, notifications and folder access settings

Note: If you need to change the group in any way after it has been created, you can select the Groups tab at the top right of the Users screen, select the group from the dropdown list, and start making the changes from there.

Related user and permission guides

To understand what each role can do, read ContractSafe permissions: roles, groups and access control. You can also add new users, see who has access to each folder, or fix it when a new user can't see any contracts. For an overview, see ContractSafe contract roles and sharing.

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