Managing Your Account
How to add users, set permissions, and control who sees what.
- How do I change our Account Owner?
- How do I change my Dual-Factor Authentication (DFA, 2FA) method?
- Single Sign-On Exception
- How to Identify Users by Name
- New Contract Notifications
- Sign in to ContractSafe with Your Microsoft Account
- New User Can't See Any Contracts
- How do I re-assign a reminder to a different user?
- ContractSafe Permissions: Roles, Groups, and Access Control. Everything you need to know.
- How do I add new users?
- How to Delete or Remove a User in ContractSafe
- Creating User Groups
- How can I update our payment information?
- Where can I find my Invoice?
- Where is our data stored? (Data Residency)