Learn how to manage permissions and fully executed contracts.
How do I manage permissions and contracts in Ironclad?
As an Ironclad Admin, a key responsibility is managing user permissions and executed contracts. Contracts are confidential. Not everyone should see everything! You’ll also want to be able to manage and store your contracts effectively in order to pull important information for your business. This course will start with an overview of Ironclad permissions and how to manage access to ensure users can access the right workflows and tools, while maintaining confidentiality. Then, you'll learn your way around the Repository and how to manage previously executed contracts.
When you complete this course, you will be able to:
- Manage users, groups, and permissions.
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- Create Groups.
- Define a user group.
- Differentiate between user seat types.
- List the most common ways that customers use groups to categorize users.
- Configure permissions for users and groups
- List the group-level permissions that can be set in relation to core Ironclad features.
- Highlight where permissions can be configured.
- Configure users, groups, and permissions at scale.
- Identify best practices and key considerations when managing users, groups, and permissions.
- Manage previously executed contracts and build an effective repository.
- Explain the foundations and purpose of the Repository
- List strategies and features that support an effective Repository
- Describe all of Ironclad's available contract migration methods
- Configure record permissions
- Manage obligations, renewals, and expirations with contract statuses and contract reminders
- Manage contract families/related records
Time Commitment: 2 hours
Audience: New Ironclad Admins
*Click Start Course to register for this course and return to the lesson on the session time and date to join the session you signed up for.
What is live training?
Our live training courses are small group, interactive sessions led by a live instructor. Live courses include the ability for learners to ask questions throughout the session, allowing them to learn from the instructor and their peers.
