In this article, you'll learn how to add members and manage permissions at the contract level in Flou.
How to add members and manage permissions for each contract
To add members and manager permissions at a contract level:
Go to the contract you want to them add to.
Add the team member (make sure you've added him/her to your team first).
Select the permission type.
Step 1 – Add team member to the contract
Select the team member.
Step 2 – Assign specific permissions
You can assign four type of permissions:
Read: User can only read the contract.
Edit: User can make changes to the actual content of the contract.
Fill: User can complete data fields within the contract, but can't alter the text of the contract.
Send: User can send the contract to the relevant parties for review, approval or signature.
Step 3 – Edit permissions or remove team member from contract