Use the Contract Management Administration application to set up and maintain administrators, users, access templates, content management, and password settings for Contract Management.
An access template is a collection of security settings that you can assign to users quickly, instead of having to assign access rights every time a user is added. An access template acts as a holder for security settings. Users can have a different access template assigned for each project, but only one access template can be assigned per project.
To create access templates, click Access Templates to open the Access Templates window.
To add a new restricted Contract Management user that you can assign access rights to, click User Accounts to open User Accounts. Click to enter the user’s information.
To add a Contract Management administrator, click Administrator IDs. In the Administrator IDs window, click , enter a name and password for the administrator, then click .
Use this section to set the parameters for versioning documents, and for attachment storage. For more information, see Content Management Window.
To configure the Contract Management server, click Server Configuration. In the Server Configuration window, you can set the report, multi-project report, form, and attachment locations, as well as the column width.
To set user password parameters, click User Password Settings. In the User Password Settings window, mark or clear the check boxes as necessary. If you are using LDAP for user authentication, this function is not available.
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