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If you have Invitation Rights, you can invite your colleagues to join your ContractZen account and assign the appropriate user rights at the same time. Follow these steps:
- Click the settings icon in the header.
- Click ‘Add New User’. If you don’t see this option, you may not have Invitation Rights. Ask your account admin to enable them.
- Enter the user’s first name, last name, and email address.
- Choose access levels from Category Access Rights. The default setting for all categories is ‘No Access’, so select the appropriate level for each category.
- In the Contracts category, set Contract Type Access Rights.
- You can also assign additional access rights such as Confidential Materials, Send Documents for eSignature, and Dataroom Creation.
- After the user accepts the invitation, you can grant Invitation Rights or Administrator Rights if needed.
- Click ‘Send’ to send the invitation to the email address you entered.
