Add Enterprise Profile
From ContractPal
An Enterprise Admin adds a user to an enterprise by creating an enterprise profile. The user receives an email inviting them to sign an enterprise agreement. After the user signs the agreement, an enterprise profile is added to the user's account.
- Click Enterprise Admin tab.
- Click Users from the left menu.
- Click Add User from the Users page.
- Complete the Personal Information, i.e. first and last name of the user.
- Click check boxes to enable permissions.
- Enterprise Admin Access. Adds an Enterprise Admin tab to your profile.
- Manage Transactions. View additional information about transactions, manage payments or remove transactions.
- Manage Users. Add, delete or inactivate users and change permissions.
- Learn more about permissions.
- Click the Save button.