How to Grant Read-Only Access (Viewer Mode) to Contracts and Folders
In certain situations, it may be desirable for users to only be able to view contracts – without the ability to edit or supplement them. For this purpose, there is a Viewer mode that you can easily activate for folders in the contract list.
📍 Here is how you do it:
Go to your list of contracts.
Select the folder for which you want to restrict editing permissions.
Click on "Manage access".
A view will appear where you can see which users or groups have access.
For example: "Only administrators have access at this time".To add a new user or group:
Click on "Add".
Select the group or user to be granted access.
Select permission level:
Editor (default): Full editing rights.
Viewer: Read-only access – no changes allowed.
Click on "Add" and then "Save".
👥 Tips! Use groups instead of individual users
We recommend that you manage permissions at the group level rather than at the individual level. This makes it easier to:
Add or remove users from a group.
Achieve better overview.
Manage access in case of e.g. personnel changes.