Enhanced interface

Contracts permissions

Contracts permissions control who has access and visibility to Contracts functionality.

When a new feature is added, you typically need to assign permissions to users. This allows you to control access of who can use those new features.

A user's effective permissions can be influenced by other factors, such as their user type, role, and admin privileges. Learn more about user types and permissions.

Use shortcuts to assign or remove permissions quickly

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area	Shortcut or Radio button options
Activities and lists	None: User has no permissions to activities and lists. Read only: User can list and view records. All: User has permissions to all activities and lists.
Reports	None: User has no permissions to run reports. Read only: User can run a select subset of reports only. All: User can run all reports. The Read only and All options function the same for reporting.

Area

Shortcut or Radio button options

Activities and lists

None: User has no permissions to activities and lists.
Read only: User can list and view records.
All: User has permissions to all activities and lists.

Reports

None: User has no permissions to run reports.
Read only: User can run a select subset of reports only.
All: User can run all reports.

The Read only and All options function the same for reporting.

Activities and lists	Permissions
Contract	Controls access to the Contracts list, Contract lines list, and Usage list. Also controls access to revenue, billing, and expense schedules. In order to use Contracts, a user needs at least List and View permissions from this set. The Edit permission is required to edit a contract, contract lines, and contract schedules. It is also required to clear posted revenue and expense journal entries. The Delete permission is required to delete a contract and to clear MEA allocations. The List, View, and Edit permissions are required to use the Expense lines list. The Cancel and Edit permissions are required to cancel a contract or contract line. The Uncancel and Edit permissions are required to uncancel a contract or contract line. The Reassign dimensions permission is required to change the dimensions on in-progress contract lines. Certain combinations are required to add or edit In progress or Draft contracts: Add: lets the user add a Draft contract. Edit: lets the user edit a Draft contract. Add and Post: lets the user add a Draft or In progress contract. Edit and Post: lets the user edit a Draft or In progress contract. Also lets the user edit contract schedules.
Contract groups	Controls access to the Contract dimension group list.
Contract revenue template	Controls access to the Revenue template list.
Contract billing template	Controls access to the Billing template list.
Contract expense template	Controls access to the Expense template list.
Contract compliance checklist	Controls access to the Checklist section on the Compliance tab in a contract. Permissions are as follows: List or View: gives users the ability to see the checklist. Add: gives users the ability to sign-off on the checklist. Edit and Delete: do not do anything as you can't change a checklist item after it has been signed off and you can't delete an item from the checklist.
Contract compliance tasks	Controls access to the Contract compliance tasks list. Permissions are as follows: Add: lets user add a task to the checklist that appears in every contract. The added task appears in all contracts, regardless of contract status. Edit: lets user change a task in the checklist that appears in every contract. The changed task appears in all contracts, regardless of contract status. Delete: lets user delete a task in the checklist that appears in all every contract ONLY if the task is not signed off in any contract.
Billing price list	Controls access to the Billing price list.
Contract MEA price list	Controls access to the MEA price list. This permission is visible if your company is subscribed to Contracts Advanced Revenue Recognition. If your company was subscribed to Contracts Advanced Revenue Recognition and then unsubscribes to it, MEA price lists will be still be visible in the Contracts menu. In this scenario, edit the applicable users or roles to manually remove permissions to MEA price lists.
Renewal templates	Controls access to the Renewal template list.
Evergreen templates	Controls access to the Evergreen templates list. This permission set only displays if Term type options is set to either Evergreen or Both in the Configure Contracts page.
Manage schedules	Controls access to the Manage Revenue and Expenses page. The Run permission allows a user to preview and post revenue and expense recognition.
Bulk action runs	Controls access to the Bulk Action Runs page.
Generate Invoices	Controls access to the Generate Invoices page and the Invoice policy run list and record. Permissions are as follows: Preview: lets the user access the Generate Invoices page to preview invoices and create preview snapshots. This permission is applicable to users where User type = Business or Project Manager. Generate: lets the user access the Generate Invoices page to create invoices. This permission is only applicable to users where User type = Business. Also lets the user access the Invoice Policy Runs list and view the Invoice Policy Run records.
Invoice policies	Controls access to the Invoice policies list. Permissions are as follows: Add: lets the user add an invoice policy via the Invoice Policy add page. Edit: lets the user add an invoice policy via the Generate Invoices page. If the user does not have Edit permission, the Save Invoice policy button does not appear. List AND View: lets the user select an invoice policy in the Generate Invoices page. The user must have both List and View permissions to use this feature. Delete: lets the user delete an invoice policy from the Invoice Policies list.
Contract types	Controls access to the Contract types list.
Process contract schedules	Controls access to the Process contract schedules implementation function. Options are: List: displays the list of contract schedules processing results. View: lets the user view a contract schedules processing result record. Process Contracts: lets the user execute the Process contracts schedules function. This permission should only be given to implementers or other experienced Sage Intacct users. It is unnecessary after a company goes live on Contracts. There is no explicit configure permission. Sage Intacct Administrators can configure contract schedules processing from the Process Contract Schedules list page.