Manage permissions and team settings

You can manage your business' teams and members.

Manage your member list

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You can view your team/member status on the 'Teams/Members' tab of the Business settings page.

• If you have the 'Manage teams/members' permission, you can see the invitations list. If you don't have this permission, you will only be able to see the members list.

• The members list is filtered by default so that you can only see the members of the teams you are a part of (You can change the filter in the top right corner of the members list).

Managing your team list

You can navigate to the window to manage team settings by clicking on 'Manage team' in the top right corner of the members list.

• In the Manage teams window (bottom left within the modal), you can create a team by clicking on 'Add team'.

  • You can set different permissions for each team, and create teams after setting the team name and permissions.

  • You can edit the name and permissions of teams by clicking on 'Edit'.

• Only members with admin permissions can manage teams.

• You can only delete teams when there are no team members.

Inviting members

Members with invite permissions can view the invitation list and the status of invited members.

• The number of members you can invite is determined by your subscription plan.

• After you input required information of the member you want to invite, an email will be sent. You cannot use the same email to create multiple accounts. However, you can create a new account with Google using the same email.

  • (i.e., if you use [email protected] to create an account directly on Prix under the username "John", you will still be able to create another account under a different username "Jonathan" if you create a new account using Google associated with [email protected]).

Managing team permissions

Permissions can be customized at a team level (i.e., you can create teams to allow different permissions).

• You can manage a member's name, team, and API permissions. Each member's permissions mirror the permissions of the team they belong to.

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You can specify permissions when you create or edit a team.

Setting default permissions

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You can set default team permissions in 'Settings'.

• Default team permissions are the permissions that are set by default when creating projects and contracts. You can change the permissions for each individual contract/project.

If you set the default team permissions in the 'Settings' tab, the default permissions will be automatically given when creating data where permissions exist, such as in projects/contracts.

• If you don't set default settings, permissions are automatically set to Admin + the team you are associated with, and you can change the default permissions in the 'Settings' tab.

Detailed description of each permission

Each permission allows the following access:

• Team-based access control

  • Permission to invite (individually/bulk)/update members

  • Acess to invitation status dashboard and invitation list

• Manage teams/members

  • Permission to create/edit/delete teams

• Payment information

  • Permission to manage subscription information for non-enterprise businesses

  • Payments and subscriptions

• Company profile

  • Permission to change information such as business license number and address

  • Integrate with Google Workspace (e.g., Google Sheets / Drive) [Pro plan]

  • Register corporate image [Pro plan]

  • Create multiple legal entities [Pro plan]

• Manage signatures

  • Permission to register and edit corporate seals/signatures

  • Manage signatures/seals and nameplates/images

• Create sales documents

  • Permission to manage sales documents (quotes/invoices)

  • Create, edit, and delete sales documents

  • View sales document details and information

• Create contracts

  • Permission to manage contracts

  • Create, edit, and delete contracts (including bulk changes and deletions)

  • View contract details and information

  • Create, edit, and view workflows list

  • Manage contract forms (templates)

  • Request eSignatures

  • Bulk contracts [Pro plan]

• Service integrations and settings

  • Permission to set up Slack and Google Drive integrations. (When integrating with Google, all contracts are integrated, so the integration/unintegration action is only available to admins.)

  • Manage business settings

• Create project

  • Permission to manage projects, which are higher-level bundles of contracts

  • Create and edit/delete projects, including change/delete multiple projects at once

• View financial transactions

  • Permission to register and manage financial schedules in the project and view financial dashboards

  • View dashboards and custom dashboards

• Tax invoices

  • Permission to access ability to issue tax invoices.

  • Issue and view tax invoices

• Use eSignature workflow

  • Permission that only allows contracts to be created if they are registered under workflows (eSignature template)

  • Access to the eSignature list page

  • Request bulk eSignatures [Pro plan]

• Edit/delete contracts

  • Permission to directly edit or delete contracts that user has access to

• Edit/delete projects

  • Permission to edit or delete projects that user has access to

• Edit/delete sales documents

  • Permission to edit or delete sales documents that that user has access to

• View detailed customer information

  • Permission to view customer list and edit/delete customers

  • View customer menu, list, and details page

  • Create and edit customers

  • Users without this permission can only view basic information and accumulated transaction amount linked to the customer

• Invite members

  • Permission to invite members of your own team

  • View member invitation list

  • Invite members (individual invitations only)

• Create contracts without legal review

  • This permission is only available for enterprise businesses that use the legal review feature

  • Request e-contracts without legal review