Administration
Administration is where you run your Pactly workspace: who is in it, what each person can do, how they sign in, and the account-wide settings that apply to everyone. Most of it lives under Account settings, and almost all of it is limited to Admins.
Three jobs make up the bulk of it:
- People and access. Invite and deactivate users, give each one the right role, and use groups to control which contracts they can see.
- Sign-in and security. Set up single sign-on, lock your email domain so only your organization can join, and tune the account’s security settings.
- Account and branding. Put your logo on outgoing emails, define your contract reference format, and connect e-signature providers.
This section covers access and account settings. Configuring the product itself, contract properties, workflows, and templates, lives in its own sections.
What’s in this section
Section titled “What’s in this section”Adding and Managing Users Invite people, set their role and groups, and deactivate access, plus why "add user" sometimes fails. User Roles The roles a person can hold, what each can do, and the owner-vs-company scope behind most access questions. Why Can't This User Do X? A symptom-to-cause map for greyed-out actions: role, ownership, and group membership. Groups and Document Access Scope who can see which contracts, including Sensitive groups that hide contracts even from Admins. SSO with Microsoft Entra ID Connect single sign-on, with just-in-time and SCIM provisioning for your users. Domain Verification and Locking Verify your email domain and lock sign-up so only your organization can join. DocuSign Setup Connect DocuSign or Adobe Sign so contracts can be sent for signature.
This section also covers the role permissions reference, your company logo on emails, and contract reference numbers.
Related
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