1. Help Center
  2. User Permissions & Privacy

Inviting a User

Invite users to participate in the ContractWorks account. ContractWorks allows for unlimited users, so inviting in users is as easy as providing a name, email, and level of permission. Only administrators can invite users into the system.



Step 1: Go to Users > Users

Users Menu


Step 2: Click on the New User button

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Step 3: Add in the user’s name, email address, and role. If a custom role must be created for this user, you can create their permissions ad-hoc at this stage under “New Role . . .”. You can also choose various other administrative options, such as:

  • Require two-factor authentication: The user will need to enter in a phone number to receive a text message code or must use an authenticator app to enter when logging into the account
  • Email hourly notifications of new documents uploaded: the user will receive an email if new documents are uploaded into an area they have access to
  • Allow this user to create approvals: Users can create approvals for new contracts. This user must have full access into one folder in the account to upload any approvals to.

Step 4: Click invite. Users will have 14 days to accept the invitation. If they do not, the user will need to be re-invited into ContractWorks. 

Click Invite


If you have multiple users you would like to invite in at once, you can click on the ‘Multiple Users’ tab at the top to download a spreadsheet, fill out the columns associated with each piece of data (name, email, and role) and then upload back in the ‘Multiple Users’ invite section.


Multiple Users

Step 5: The user will now exist under the Users section. User permissions and settings can be modified in this area. If a user’s phone number or name must be changed, the user must do this themselves.

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