Contracts User Role Matrix
User Roles
Admin
Manages the workflows and contracts, as well as the vendor, provider, and user directories, groups, and the template and approved language libraries.
Can act as a Phase Owner for a workflow.
Can also be designated as a Responsible Party.
Super Admin
In addition to regular Admin capabilities, a Super Admin can manage certain application settings:
Role Magement
Email Management
Classifications Management
The Super Admin role is unavailable in the UI. If you would like one or more Admins in your organization to have this role, contact a symplr Contract representative. Note that to access Super Admin areas of the UI, the Super Admin must be assigned an Admin role within their Contract permissions.
Editor manages one or more contracts.
Contract Moderator has read-only access to every contract in the contracts list but cannot make any changes to those files. The Contract Moderator can also be designated as a Responsible Party.
External Party can see a limited version of the resulting contract:
Contract Name and Expiration Date
Current version of the contract
Comments and Signatories panels
Any documents and attachments that they have been granted permissions to see
In all cases, users' access to contracts is limited by their Contract Type and Contract Location permissions. “All” should be understood as “all that fall within a user’s assigned permissions.”
Capabilities | Super Admin | Admin | Editor | Contract Moderator | External |
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See the contracts list1 |
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Open contract summary pages1 |
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See previous versions of the contract |
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Link the contract to other contracts |
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See list of linked contracts |
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Initiate a workflow on an existing contract2 |
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See workflow phases if the user is the Phase Owner2 |
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See the contract header |
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Add or edit the Contract Description on the contract summary page |
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Archive a contract |
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See comments on the contract summary page3 |
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Comment on the contract summary page |
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See the Other Party Contacts on the contract summary page |
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Designate or remove an Other Party Contact on the contract summary page |
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See the Responsible Parties on the contract summary page |
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Be a Responsible Party |
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Add a Responsible Party on the contract summary page |
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See the Signatories on the contract summary page |
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See and download the Document Versions on the contract summary page |
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See and apply Permission Overrides to a contract |
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See the Summary tab on the contract summary page |
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Edit values in the Fields section of the Summary tab4 |
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See the Custom Fields tab |
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See and download documents on the contract summary page |
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See and download attachments on the contract summary page5 |
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Add and edit attachments on the contract summary page |
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See the Critical Dates tab on the contract summary page |
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Add, edit, and complete critical dates |
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See the Assets tab on the contract summary page |
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Add, edit, and delete asset records |
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See the Compliance tab on the contract summary page |
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Update answers to compliance questions |
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See the Workflow Activity tab on the contract summary page |
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See the Contract History tab on the contract summary page |
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See the Timesheets tab on the contract summary page |
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See the vendor and provider directories |
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Create and edit vendor and provider profiles |
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Comment on vendor and provider profiles |
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Add, edit, and delete attachments in vendor and provider profiles |
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Add, edit, and delete vendor and provider contacts |
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Add, edit, and delete vendor exclusion records |
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See active workflows associated with a vendor or provider profile |
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See contracts associated with a vendor or provider profile |
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See the user directory |
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Create and edit user profiles |
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See the dashboard |
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Build and schedule reports |
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See external links |
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Access the user guide via Help |
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See and edit Organization Management (External Links, Approved Language, Workflow Templates, Form Templates, Custom Fields, Contract Request Question) |
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Edit the organization tree (Location hierarchy) |
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See and edit the document template library, including SmartTemplates |
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See and edit User Groups |
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See Application Settings |
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Edit contract expiration notification schedule |
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Edit approved email domains for automated access |
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Edit destination organization for automated access requestor users |
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See and edit Role Management settings |
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See Email Management section |
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Enable/disable email notifications at the organization level |
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Add/edit custom body to email notifications |
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See Classifications Management section |
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Add classifications (document and attachment categories, contract types, contract categories) |
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Update classifications |
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The External Party can see contracts for which they are they designated Other Party Contact.
Depending on Role Management settings, Contract Moderators may be able to initiate workflows on existing contracts.
The External Party can only see comments that they have been given permission to see.
Values in the Fields section of the Summary tab cannot be edited if there is an active workflow for the contract.
The External Party can only see attachments that they have been given permission to see.