Add Contract Management Users

Contents

To add Contract Management users:

1. Log in to the Contract Management Administration Application.
2. Click User Accounts.
3. Click Create New User to open the Create New User Dialog Box.
4. In the User ID field, enter the name the user will use to log in to Contract Management.
5. Choose one of the following options:
   • Create New User
   • Copy from Existing User
6. If you chose Copy from Existing User, use the Select User to Copy drop-down list to choose the user whose information you want to copy.
7. Click OK when finished. This displays the User Account – Edit Window that you use to add the user.
8. Enter the Login Name. This is a required field.

Enter the User Information:

1. Enter the First Name of the user. This is a required field.
2. Enter the Last Name of the user. This is a required field.
3. Optionally, enter the Job Title, Telephone, and Extension of the user.
4. Enter the Company of the user. This is a required field.
5. Enter identifying Initials for the user. This is a required field.
6. Enter a login password for this user. The user must enter this password each time Contract Management is opened. If the user does not need to use a password, leave this field blank.

   Note: No two user passwords can be the same, even if one is capitalized differently. For example, you cannot set one password as exp123 and another as EXP123.

7. Enter the Default Group for the user. This is a required field.
8. Optionally, enter the E-Mail address and the Fax, Mobile, and Pager numbers of the user.
9. Select the following options, as appropriate:
   • Requires new password at next log in
   • Disable this User Account
   • User has all rights to all projects (Contract Management Administrator)

Set the File Server Access:

Under the Can Access File Server section, choose either Yes or No.

Set the User Level Access:

1. In the Administration section, select the appropriate options.
2. In the Define section, select the appropriate options.
3. In the Dictionaries section, select the appropriate options.
4. In the Import section, select the appropriate options.
5. In the Projects section, select the appropriate options.
6. In the User Interface section, select the appropriate options.

Add the User Templates:

If the template the user can use is not listed in the Templates section, do the following:

1. Click Add Templates to open the Select Template Dialog Box.
2. Click Select next to each template the user can use.
3. Click OK when finished.

Add the Projects the User can Access:

In the Projects section, do the following to add selected projects:

1. Click Add Projects to open the Select Projects Dialog Box if the project is not listed.
2. Click next to the projects the user can access.
3. Click Save when finished.

To add all projects, click Add All Projects. This adds all projects for the user.

Save the User Account:

When you finish adding the user, click Save.