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.



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!

    • Related Articles

    • Creating a New Negotiation from Word

      Creating a New Negotiation from a Word Document Getting Started Creating a new negotiation from a Word document is simple. Follow these steps: Open the contract in Microsoft Word. Launch the ThoughtRiver add-on and log in. If this is a new file that ...
    • Creating and editing Drafting options

      Working with Drafting Options in ThoughtRiver ThoughtRiver allows those with "Legal Adviser" permissions to work with ThoughtRiver's out-of-the-box (OOTB) Drafting options and create and edit their own Drafting options—all in one place. What is a ...
    • Adding Multiple New Contracts Online

      If you have many contracts of the same deal type to review, you can add them all to ThoughtRiver in one action to save time. Interactive Demo Adding multiple new contracts for negotiation from the browser is easy. Simply log in to your company's ...
    • Creating a Card on the Issue List

      ThoughtRiver automatically flags issues that were detected based on the ThoughtRiver-provided deal types or your company's custom playbook. ThoughtRiver's pre-configured deal types focus on legal compliance risks and issues that need to be resolved ...
    • Adding a New Version of a Contract Online

      To add a new version of a contract to one of your existing negotiations, simply log in to your company's ThoughtRiver account and follow these steps from the homepage: Steps to add a new version: Navigate to the contract to which you want to add a ...