Assign a role for configuring template mappings
Enable a contract user to configure information placed in the contract document by assigning a contract configurator role.
Before you begin
Role required: admin
About this task
Template mappings automatically insert default information in the contract document. To configure template mappings, the contract user requires a contracts configurator (sn_cm_core.contract_config) role.
Procedure
Navigate to All > User Administration > Users.
Search for and select the user.
In the Roles related list, select Edit.
Move the sn_cm_core.contract_config role from the Available list to the Selected list.
Add sn\_cm\_core.contract\_config to the user
Select Save.
Save the user record by selecting Update.
Result
The user who with the sn_cm_core.contract_config role can update template mappings to pre-fill information that's placed in the contract document. For more information, Update contract template mappings.
Parent Topic:Add and configure contract request functionality into your workspace
Related topics
Configure non-task tables for contract templates
Add a workspace action button for initiating a contract request
Add Contract requests tab to the contract request record
Add amendment tabs to contract repository record
Add Contract documents tab to the contract repository record
Copy fields from parent request to contract request
Group contract documents by contract type in a contract request
Add access to obligation management from contract repository records
Configure the contract request form header for your workspace