By default, Requestor Users do not have access to the contract repository. With this add-on, you can grant them limited, read-only visibility — giving them access to just the folders they need, without compromising control.
Note: This is an optional add-on and is not enabled by default. If you're interested in using this feature, please contact your Customer Success Manager for more information.
Enabling this feature will give Requestor Users the following permissions, compared to the standard permissions outlined in this article.
(At a high level, this grants Requestor users read-only access to most repository features, with the addition of full conversation permissions, and the ability to be assigned tasks)
Global Features
|
Feature |
Standard Requestor |
Restricted Repository Access |
| Calendar Sync | Task sync only | ✔️ |
| View Summize calendar | ❌ | ✔️ |
Repository Dashboard
|
Feature |
Standard Requestor |
Restricted Repository Access |
| Access Repository on the web app menu | ❌ | ✔️ |
| View the Repo dashboard as per the user's folder visibility settings | ❌ | ✔️ |
| Add/rename/delete folders | ❌ | ❌ |
Repository Table
|
Feature |
Standard Requestor |
Restricted Repository Access |
| Filter the table, show/hide columns | ❌ | ✔️ |
| Use split view | ❌ | ✔️ |
| Save custom table views | ❌ | ✔️ |
| Export data to Excel | ❌ | ❌ |
| Upload contracts | ❌ | ❌ |
| Edit custom fields from the table view | ❌ | ❌ |
| Select a contract and perform bulk operations (e.g. change owner/status, move/delete contracts, change contract type) | ❌ | ❌ |
Contract UI - Header Features
|
Feature |
Standard Requestor |
Restricted Repository Access |
| Rename contract | ❌ | ❌ |
| Change status | ❌ | ❌ |
| Upload new versions | ❌ | ❌ |
| Download contract | ❌ | ❌ |
| Export to Word | ❌ | ❌ |
| Compare versions | ❌ | ❌ |
Contract UI - Panel Features
|
Feature |
Standard Requestor |
Restricted Repository Access |
| View Info Panel | ❌ | ✔️ |
| Change owner | ❌ | ❌ |
| Be assigned owner | ❌ | ✔️ |
| Update parties or custom fields | ❌ | ❌ |
| View task panel | ❌ | ✔️ |
| Add tasks | ❌ | ❌ |
| Be assigned tasks | ❌ | ✔️ |
|
Complete tasks assigned to them |
❌ | ✔️ |
| Complete tasks assigned to others | ❌ | ❌ |
| Edit/delete tasks | ❌ | ❌ |
| View conversation panel | ❌ | ✔️ |
| Add conversations/reply to conversations | ❌ | ✔️ |
| View contract summary | ❌ | ✔️ |
| Add to/amend/delete summary content | ❌ | ❌ |
| Red flag clauses, add clause comments, summarise with AI | ❌ | ❌ |
| View playbooks | ❌ | ❌ |
| View calendar events | ❌ | ✔️ |
| Add/edit/delete calendar events | ❌ | ❌ |
| Be sent custom reminders for calendar events | ❌ | ✔️ |
| View attachments | ❌ | ✔️ |
| Download attachments | ❌ | ✔️ |
| View collaborators | ❌ | ✔️ |
| View e-signature history | ❌ | ✔️ |
| View contract relationships | ❌ | ✔️ |
| Add/edit/delete contract relationships | ❌ | ❌ |
| View contract history | ❌ | ✔️ |
| Download contract history | ❌ | ❌ |
|
Feature |
Standard Requestor |
Restricted Repository Access |
| Switch between versions/linked documents | ❌ | ✔️ |
| Highlight text > add to clause | ❌ | ❌ |
| Highlight text > start new conversation | ❌ | ✔️ |