Contract Template Security

Features of the Contract Template Security tab

The Security tab of a contract template has the following features:

• When you add a user or user group to the templates security list, the user or user group have access to the contract template when defined in the matched permissions or permissions groups.
• When you add a user or user group to the contracts security list, the user or user group have access to the contract template’s future contracts if defined in the matched permission or permission group.
• The grants that you include in the contracts section are rendered to the Security tab in the Contract Editor of each contract that originates from this template.
• You can define class-level access to contract templates or contracts with the help of Security Manager.
  Note: When you define an organization-restricted security grant to a user group in the contracts list, the organizations of the future contract define the access of the user group members. When you define an organization-restricted security grant to a user group in the template list, the organizations of the contract template define the access of the user group members.