Platform User Types determine the general permissions a User has throughout the Bonterms Platform.
Unlike Deal Roles, which control a User's responsibilities on an individual Deal, Platform User Types determine what features and administrative functions a User can access across the Organization.
There are three Platform User Types:
- Admin
- Supervisor
- User
Admin
An Admin has full administrative access to the Bonterms Platform.
Admins can:
- Manage Users and permissions
- Configure Organization settings
- Setup webhooks and integrations (like Docusign)
- Create and manage Deal Templates, Playbook items, and Entity Blocks
- Manage the Deal workflow across the Organization
- View all Deals on the Dashboard
- Edit and send saved Deal Drafts across the organization
Supervisor
A Supervisor helps manage the Organization and supports Deal operations. This role is designed for senior leaders on the Legal team to configure things like Deal Templates and Playbook Items. Supervisors do not configure integrations.
Supervisors can:
- Manage Users and permissions
- Create and manage Deal Templates, Playbook items, and Entity Blocks
- View all Deals on the Dashboard
- Edit and send saved Deal Drafts across the Organization
Unlike Admins, Supervisors do not have access to certain Organization-level administrative functions, such as setting up integrations and webhooks.
User
A User is the standard Platform User Type.
Users can:
- Create and send Deals
- Participate in Deals they own or are assigned to via Deal Team / Deal Roles
- Access Deal Templates, Playbook items, Entity Blocks and Analytics (if granted access)
Users do not have administrative access to Organization settings or User management unless additional permissions are granted.
Adding Permissions to a User
Admins and Supervisors can grant additional permissions to Users through the Team page in Settings.
These permissions can be assigned:
- When inviting a new User
- At any time by editing an existing User
Related to
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