Enable Users for Contract Manager
After installing CRM Contract Manager, the Administrator user is automatically enabled to use Contract Manager. Based on your licensing, additional users can be granted access by enabling them individually through User Administration.
To enable a user:
Log in to Sage CRM as an Administrator.
Navigate to Administration → Users → Users.
Select the required user and click Change.
Scroll to the Contract Manager Access section.
Enable Contract Manager Access for the user.
Click Save.
Once the user is saved, they will automatically have access to Contract Manager within Sage CRM.
Important
You cannot enable more users than your licensed number of Contract Manager users.
Last updated