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Understanding Contract Metadata and Access Control

Each contract has an assigned owner (contract responsible) and visibility settings that define who can view it.

Access Settings

Contract access settings let you control who can view each contract and which internal entity it belongs to. You can restrict visibility to the owner, open it to all users, or share it with specific people or departments.

  • By default, only the contract owner can see the contract
  • You can make it visible to all users
  • Or you can grant access to specific users or departments

Internal Entity Assignment

If your organisation operates across multiple legal entities or companies, you can assign each contract to the correct internal entity. To assign an entity, open the contract, go to the Details panel, and select the relevant entity from the Internal Entity field.

contract-access

The screenshot above shows the Access Settings and Internal Entity Assignment options on a contract.

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