Can act as a Phase Owner for a workflow.
Can also be designated as a Responsible Party.
In addition to regular Admin capabilities, a Super Admin can manage certain application settings:
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.”
See the contracts list1
Open contract summary pages1
See previous versions of the contract
Link the contract to other contracts
See list of linked contracts
Initiate a workflow on an existing contract2
See workflow phases if the user is the Phase Owner2
See the contract header
Add or edit the Contract Description on the contract summary page
Archive a contract
See comments on the contract summary page3
Comment on the contract summary page
See the Other Party Contacts on the contract summary page
Designate or remove an Other Party Contact on the contract summary page
See the Responsible Parties on the contract summary page
Be a Responsible Party
Add a Responsible Party on the contract summary page
See the Signatories on the contract summary page
See and download the Document Versions on the contract summary page
See and apply Permission Overrides to a contract
See the Summary tab on the contract summary page
Edit values in the Fields section of the Summary tab4
See the Custom Fields tab
See and download documents on the contract summary page
See and download attachments on the contract summary page5
Add and edit attachments on the contract summary page
See the Critical Dates tab on the contract summary page
Add, edit, and complete critical dates
See the Assets tab on the contract summary page
Add, edit, and delete asset records
See the Compliance tab on the contract summary page
Update answers to compliance questions
See the Workflow Activity tab on the contract summary page
See the Contract History tab on the contract summary page
See the Timesheets tab on the contract summary page
See the vendor and provider directories
Create and edit vendor and provider profiles
Comment on vendor and provider profiles
Add, edit, and delete attachments in vendor and provider profiles
Add, edit, and delete vendor and provider contacts
Add, edit, and delete vendor exclusion records
See active workflows associated with a vendor or provider profile
See contracts associated with a vendor or provider profile
See the user directory
Create and edit user profiles
See the dashboard
Build and schedule reports
See external links
Access the user guide via Help
See and edit Organization Management (External Links, Approved Language, Workflow Templates, Form Templates, Custom Fields, Contract Request Question)
Edit the organization tree (Location hierarchy)
See and edit the document template library, including SmartTemplates
See and edit User Groups
See Application Settings
Edit contract expiration notification schedule
Edit approved email domains for automated access
Edit destination organization for automated access requestor users
See and edit Role Management settings
See Email Management section
Enable/disable email notifications at the organization level
Add/edit custom body to email notifications
See Classifications Management section
Add classifications (document and attachment categories, contract types, contract categories)
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.