Creating a New User

Creating a New User

Adding and Configuring Users in ThoughtRiver

Accessing the Users Section

To start managing users:

  1. Select Users from the Settings Menu.

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Add a New User

To add a new user, follow these steps:

  1. Click on + Create user.
  2. Complete the user's basic information (First Name, Last Name, and Email Address) and click Create.
  3. You may also assign access to Deal Types and Roles (see below for further details).

A password reset email will be sent to the new user.

Assign Deal Type Access

Users must be assigned deal type access to submit contracts to specific deal types (e.g. ThoughtRiver's Reciprocal NDA deal type).

Steps to assign access:

  1. Navigate to the Users page.
  2. Search for the user you want to assign deal type access for.

  3. Click the edit icon  for the user.
  4. Click on the Choose a deal type drop-down under Deal Types.
  5. Select the deal types to assign to the user's access.
Once this has been done, the user will need to logout and login again before this access takes effect.

Configure User Role

To enable a user to take actions within the system, assign them a user role:

  1. Click the edit icon   for the user.
  2.  Click on the Choose a role drop-down under Roles.
  3. Select the roles to assign to the user.

Final Configuration

Your user is now fully configured to access and review contracts in ThoughtRiver!