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ACCOUNT ADMIN GUIDE
Billing
18
Overview of Billing
Creating a Free Trial
Switching Plans whilst in a Trial
Creating a Paid Subscription
Creating a Free Subscription
View all 18
Security
14
Overview of Security Groups
Creating a new Security Group
Record Header and Sub Tab behavior using Security Groups
Users and Security Groups
Custom Security Group Type Field
View all 14
Managing Users & Sessions
5
Managing User Sessions
Creating New Users
Sending Alert Notifications to non-users
Notification History
Delete or Ending a User
Importing & Exporting
17
Import Process (2023)
Manual population of Data in the grid (2023)
Mass Population of Data in the grid (2023)
Using the Grid and its Tools (2023)
Filtering the grid (2023)
View all 17
Customisation
5
Feature Visibility
Custom Menu Options / Entity Names
Changing Form Layouts
Creating a Custom Field
Adding a Logo
Account Configuration
13
Account Configuration
Creating Organisation Departments
Contract Types
Account User Passwords and Security
Classifications
View all 13
Clause Library
3
Overview of the Clause Library
Clauses
Contract Templates
Account Information
4
Company Details
Key User
Data Protection
Sandbox Environments
Plugins
5
Onelogin
Authentication using a Generic SAML
Electronic Signatures
Office 365/MS Azure and Google Single Sign-on (SSO)
PolicyStat
Technical Support
3
Allow a Technical Support Agent to Access your Account
intelligentcontract Helpdesk
Cookie Settings for Chrome
Automations
14
Overview of Automation
Creating Rules
On Creation Trigger
On Edit Trigger
All Tasks Completed Trigger
View all 14