Add a Contract Management profile

Contract Management profiles enable administrators to selectively assign access and security to users through the interaction of user roles and profiles. You can add Contract Management profiles to the out-of-box profiles.

To add a new contract security profile, follow these steps:

1. Click Configuration Management > Administration > Contract Management Profile.
2. Type the name of the new profile in the Profile Name field.
3. Select the applicable profile elements: Threading, contract, software counter, payment, asset allocation, terms and conditions, and general privileges options for the profile.
4. Click Add.

To add a new profile by using an existing profile , follow these steps:

1. Click Configuration Management > Administration > Contract Management Profile.
2. Use search or advanced search to find one or more records.
3. Select the profile from the list that most closely matches the profile you want to add.
4. Type the name of the new profile in the Profile Name field.
5. Add or change information on the form to select the applicable contract elements: Threading, contract, software counter, payment, asset allocation, terms and conditions, and general privileges options for the new profile.

6. Click Add.

   Caution Make sure that you do not click Save because doing so will replace the existing profile with the new profile you are attempting to add.

Related topics

Contract Management environment record
Example: Search for a record

Add a Contract Management profile