Contract Permissions Last updated: Oct 5, 2022

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. Next, click the pencil next to the title of the contract to edit the task

2. Scroll to the very bottom of the contract info, and look for Permissions. 

3. Click Add Agent to add

4. On the pop-up, select an agent to give permission from the dropdown and check the "Allow Editing" option if you want this agent to be able to edit the contract details.

5. Click Save when done

Misc

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

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