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Balance Visibility and Control with Granular Access Permissions

September 5, 2018 2 min read

At Ironclad, we’ve been thinking hard about how to give Legal control over their contracts without sacrificing visibility to the rest of the organization. On the one hand, Legal needs to make sure sensitive information stays within Legal. On the other, contracting requires cross-functional collaboration from business counterparts who need access to contracts information to accomplish their goals.

This problem of balancing controls with flexibility is a challenge that every legal team, no matter the size or composition, has to face. But it’s an especially important issue for enterprises with hundreds or thousands of employees, many of whom may need timely access to contract process information or metadata. How can legal teams invite stakeholders into contracting without exposing the process to risks?

Our solution to this problem is Advanced Permissions. Advanced Permissions gives Ironclad Admins granular access controls to workflows and Records. In other words, Admins can now specify which business users can access which workflows and Records.

If you’re an Admin, you can create Group permission levels according to business need. For example, you might enable only Sales Workflows for your Sales Team and specify that they can only see NDAs and Sales Agreements in Records. Or, you might consider creating an Executive Group with full product access, but no access to functional settings within Ironclad, like the SSO settings. At any time, you can add or remove specific individuals from Groups as needed.

Advanced Permissions enables your legal team to become a communications hub for your enterprise, without exposing your company to risks. The feature is already enabled for current Ironclad customers. To learn more, visit our Help Center or contact your CSM.

Ironclad is an end-to-end contract management and workflow automation platform. By automating contracting processes and extracting intelligence from contracts, Ironclad lets legal teams focus on legal work, rather than paperwork. See what we’re building today. 

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Jason Li is Ironclad’s VP of Engineering. Before joining Ironclad, he was the VP of Engineering at SalesforceIQ and Grovo. He holds a B.S. in Electrical Engineering and Computer Science from U.C. Berkeley and an M.S. in Electrical Engineering from Stanford University.