User Tools

Site Tools


Sidebar

Telus TPM Documentation

contract_edit_options

This is an old revision of the document!


Contract Edit Options

A user who create a contract can Edit, Amend and Renew that contract. Now, there is an option for the Contract Creator to select additional users to have access to Edit, Amend and Renew Contracts.

To give Edit rights to another user, click the Contract Editors option on the contract header.

This will open the Contract Editor Management popup. The right grid displays the current contract creator. To select a user to edit the contract, click the right arrow Action button on the left grid for that user. This will then display that user in the right grid.

After selecting a user to Edit, select the Role for that user from the dropdown. The options are Admin or Editor.

Editor: This gives the selected user options to Edit, Amend and Renew the contract.

Admin: This gives the selected user options to Edit, Amend and Renew the contract as well as the option to add or remove additional users edit access.

Note: Users who click Contract Editors on contracts which they did not create will open a read-only popup displaying the Contract Creator's name and email.

contract_edit_options.1456145916.txt.gz · Last modified: 2016/02/22 12:58 by lisa.maloney