Contract permissions

To see contracts you need access to the CRM & Sales module, and you only see your own team's contracts. Creating, changing, sending, activating, terminating and generating PDFs require manage permission for that module. Some steps are only available in certain statuses.

Which permission you need

• Viewing – view permission for the CRM & Sales module.
• Creating, changing, sending, signing, activating, terminating, generating PDFs, deleting – manage permission for the CRM & Sales module.

When a step is available

• Only Draft or Sent contracts can be changed.
• Only Draft contracts can be emailed (Send document).
• Only Signed contracts can be activated, and only Active ones terminated.
• Active and Signed contracts cannot be deleted.

If an action fails, check the contract's status and your own permissions. Permissions are set by your team administrator.