Managing Company Users

This article is a guide to managing Company Users in FastDraft.

This guide contains the following:

• Introduction
• What are Company Users and how to create one?
  • Enable/disable Company Users

Related Articles

• Managing contract users
• Understanding roles and permissions in FastDraft
• Managing Companies
• Managing Projects

Introduction

Companies, projects and contracts are the three most important objects you will use in our Contract Management Platform, which allow your users and contracts to be grouped. You can access your contracts from the top right of the toolbar in the platform.

You can manage the companies, projects and contracts in the platform via the left hand panel.

What are Company Users and how to create one?

Select the Company and click Users on the left hand panel to view all your Company Users.

These are the end users of the platform and all users must be associated with a Company. A user can only be associated with one Company. You can add a user to your account if you have enough seats (licenses) in your subscription. You need to be a System Administrator or Admin user to create a new Company user from the Company User tab under a Company.

 Complete the following fields:

• Username - Used by some clients to log in (generally use the email address)
• Email Address - Used for email notifications
• Full Name - Used on notices and the user interface
• Job Title - Used for customer support
• Telephone - Used for customer support
• Country - Can be used via API to segregate users
• User Type -  Used to control system level permission but not permission on contracts
• Apply Financial Limit - Add any financial restrictions 
• Allow Power BI Menus - Enable the user to see Power BI menus

If you wish to stop a user accessing the platform entirely, Admin users with the relevant access will be able to mark them as passive by clicking the red Deactivate button. These users will be hidden in the platform and no longer able to login. A record of the user is retained in the database and their associated contracts. The user can be reactivated, with an option to reinstate their access to the associated contracts, or to clear the associations and reactivate only. 

Enable/disable Company Users

Specific Admin users can enforce that some company records are created for contractual purposes only and that all users are added to a single group company.

A Site Administrator can set a flag preventing anyone adding users to a Company. This is designed to prevent users being added to a joint venture company.

There is also an optional dropdown where an existing company name can be selected - which, if specified, is where the users will be created.