A new user can't see any contracts because, by default, new users have no access to any folders. This is a security feature: an Admin or the Account Owner needs to grant access in Settings > Users by reviewing the user's role and groups and setting their folder (or tag) permissions.
Review the user's role and groups
Go to Settings > Users and open the user's settings.
It's important to know what a role entails before giving it to someone. Please carefully read this article: What are the different User Roles? For the full permissions model, see ContractSafe permissions: roles, groups, and access control.
Set the user's folder permissions
- Under Settings > Users, find the Permissions column. The words in this column are underlined and in blue.
- If the user's permission shows None, that user won't see anything. Click it.
- Choose which folders (or tags) they should have access to.
When setting up folder permissions, selecting a main folder will automatically include all subfolders underneath it. To make sure the right people have the right level of access, double-check your selections before saving.
If you need to be more specific, you can select a subfolder individually without granting access to the entire main folder. In this case, the user will see the name of the main folder for navigation purposes, but they won't be able to view any contracts stored within it.
To check access across your account, see how to see who has access to each folder. If several people need the same access, create a user group and give the group permissions instead.
Related articles
- How do I add new users?
- Adding Multiple Users at Once
- How do I manage/restrict what a User sees? (User Permissions)
Please reach out to support@contractsafe.com for further inquiries.