Contract Permissions Last updated: Aug 16, 2026

When you add a contract entry, you can also configure permission so that others can see it, edit it, or do both.

To begin, navigate to any of your contracts, or create a new contract.

1. Open the contract and click the Advance tab.

2. Look for the Permissions section.

3. Click + Add to add an agent.

4. Select the agent you want to give permission to, and allow editing if you want this agent to be able to edit the contract details.

5. Save when done.

Misc

6. If you would like to remove the agent, click the "X" next to that user.

7. To change permission, remove the user and add them back, selecting the appropriate permissions.