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Contract Permissions Last updated: Sep 26, 2026

Give other agents access to view or edit a contract.

  1. Open the contract and click the edit (pencil) icon at the top right.
  2. Scroll to Permissions and click Add Agent.
  3. Select the agent, and allow editing if they should be able to change the contract details.
  4. Save.

To remove an agent, remove them from the Permissions list. To change an agent's access, remove them and add them back with the right permissions.