Platform User Types set the general permissions a User has on the Bonterms Platform.
(Deal Roles are permissions a User has on a specific Deal)
There are three Platform User Types: Admin, Supervisor and User:
Admin: has senior control over all capabilities and permissions on the Bonterms Platform. The Admin may manage Users, set up integrations, create and edit Templates and Playbooks and otherwise manage the Deal System and close the account. The Admin role is designed for IT teams. Admins can see all Deal activity on their Dashboard.
Supervisor: can manage Users, create and edit Templates and Playbooks and otherwise manage the Deal System. It is designed for senior leaders on the Legal team. We recommend you use Supervisor for senior Legal personnel. Supervisors can see all Deal activity on their Dashboard.
User: basic user role on the Bonterms Platform. A User can be added to your organization from Settings/Team. A User can send out Deals and can view Playbook, Deal Templates and Entity Blocks.
- Adding Permissions to a User. An Admin or Supervisor may grant a User additional permissions through the Update Permissions function when the User is invited or at any time through the Team page in Settings.
Invite Settings/Team
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