Does anyone know which permissions need to be enabled for a user to create a custom view and then download all associated agreements?
I’m able to do this without issue, but others only see the option to export the view to Excel—they don’t have the ability to download the contracts identified within the search results.
I don't know about others, but I’ve found permission settings in Ironclad to be quite challenging. Even when I provide detailed instructions, users often don’t have the correct access, and I obviously can’t grant Administrator rights to everyone. It would be extremely helpful if Ironclad offered clearer guidance on which features are available based on specific permissions or standard access levels.
Any insights would be greatly appreciated!
