Permissions
Client Contracts
The following table highlights which user permissions are required to perform the described user action.
+ : Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
1 Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Client Contract.
2 Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.
3 Users with 'Read Only' and 'Standard' level permissions can only view a client contract that is private if they have been added to the 'Private' drop-down list on the client contract.