Access Profile Permissions - User, Contacts, and Teams

🎯 Objective

In this article, you will learn how to configure the permissions for the User, Contacts, and Teams section in netLex. You will understand how your access profile and folder sharing work together to manage the governance of people and teams, and you will get to know each technical feature that can be enabled in custom profiles.

This article contains the sections:

• Understand how your accesses work
• Custom Profiles: The key to personalization
• Detailing: User and Permissions
• Detailing: Contacts
• Detailing: Teams

⚠️ Notice: The release of this feature is being carried out gradually. Therefore, if it is not yet available in your environment, do not worry: it will be automatically updated soon!

🔍 Understand how your accesses work

The Access Profile determines the maximum limit of actions a user can perform on the platform. However, it is not sufficient to grant permissions in folders by itself.

Effective access release happens through the combination of the access profile and folder sharing. Permissions are organized according to the guidelines described in the article: Folder Sharing.

Prevalence Rule:

• If folder access is lower than the profile, the most restrictive access from the folder prevails.
• If folder access is higher than your profile, your profile's limit will be maintained.

🛠️ Custom Profiles: The key to personalization

It is essential to highlight that the detailed configuration of each technical checkbox in the User, Contacts, and Teams section is only possible in Custom Profiles.

Predefined profiles (Viewer, User, Power User, and Admin) have fixed and immutable settings to ensure standardization and compliance with the contracted plan. If your company needs a specific combination of permissions that does not fit the standard models, contact your system administrator for more information.

👤 Detailing: User and Permissions

These permissions control account management and access assignments in the system:

• Read user: Allows viewing the list and data of registered users.
• Create user: Authorizes the registration of new users on the platform.
• Change user: Allows editing information of existing users.
• Transfer responsibility between users: Enables the transfer of responsibility between users.
• Delete user: Allows the deletion of users from the system.
• Read user permission: Allows viewing the access profiles assigned to users.
• Create user permission: Authorizes the assignment of new permissions to a user.
• Change user permission: Allows modifying a user's existing permissions.
• Delete user permission: Allows removing permissions assigned to a user.

📇 Detailing: Contacts

Manages external entities registered on the platform:

• Read contact: Allows viewing information of registered contacts. This permission is essential for users who create signatures and reviews.
• Create contact: Authorizes the registration of new contacts in the system.
• Change contact: Allows editing information of existing contacts.
• Delete contact: Authorizes the removal of contacts from the system.
• Create simplified contact: Allows creating new contacts quickly only during the review or signature sending process.
• Change simplified contact: Allows modifying contact information during review or signature sending.

👥 Detailing: Teams

Controls the organization of users into working groups:

• Create team: Authorizes the creation of new teams.
• Change team: Allows editing information and members of existing teams.
• Delete team: Authorizes the deletion of teams from the system.
• Read team: Allows viewing the teams registered in the system.
• Transfer responsibility between teams: Enables the transfer of responsibilities between different teams.