Rights on Agreements

Rights determine who can view, edit or manage your agreements. Configure them to ensure confidentiality and proper collaboration.

Each Agreement is protected by a permissions system. These permissions apply to groups as well as to users, and determine the level of access granted. At least one group must be assigned as manager of each Agreement to ensure its monitoring and proper administration.

A user who belongs to multiple groups will always receive the highest level of rights that is assigned to them.

Access levels

• Reader (Viewer) : view information and documents

• Contributor (Contributor) : edit the Agreement’s fields

• Manager : modify, share, delete the Agreement

Rights can be assigned to a user or to a group.

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Assign rights

1. Make sure the group or user has at least one Read right on all parts of the Agreement.

2. When an Agreement is created, Formality proposes default rights based on existing accesses to counterparties.

3. Designate at least one Manager group. The person creating the Agreement is automatically a manager.

4. Adjust rights (expand, restrict, remove) according to your needs.

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Best practices

• Limit the number of groups with access to strengthen confidentiality.

• Assign rights directly to individuals if necessary (rather than creating a single-use group).

• Use the Manage for the teams responsible, the Collaboration for those who update information, and the Read for simple readers.

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Use cases

• A project team might have Read, rights and the Manage would revert to the legal team

• The Collaboration granted to an operational team to update practical information without risking deleting the Agreement

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Rules to know

• An administrator can remove a group’s rights, unless that group owns an Agreement

• A member can only remove a group’s rights if that group is not linked to any active Agreement

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Related articles

• Manage users and groups

• Default permissions

• Track the deadlines of your Agreements