General orientation on the Administrator tooling

As an administrator, you have complete control over the Weagree Wizard and the individual functionalities. The administrator tooling allows you to create, modify and organise templates for contract automation and contract sheets for contract lifecycle management, set up approval workflows, manage users, and configure your Weagree Wizard’s functionalities and appearance.

Below, is a short rundown of the administrator tooling’s features to help you get started. You can access them on the Administrator page (provided that you are authorised, it is accessible ,through the gear symbol next to your name in the top right corner). The Administrator page consists of two main elements:

1. The functionalities navigation (left side)

Each item provides access to a variety of tools for your Weagree Wizard. Most item consists of multiple subitems.

2. The main configuration dashboard (right side)

The right side is the admin’s workspace for managing, organising and configuring every aspect of the Weagree Wizard, including access rights.

kb-contract-lifecycle-management-gs-admin-orientation-1

 

Contract automation
All your Weagree contract automation templates are here. From here, you can access the Template Creation Tool for creating or modifying templates, the clause library, to any feedback users have submitted to template administrators, all your contract house style settings and to the general contract automation settings.

CLM (contract lifecycle management)
All your Weagree contract sheets for the management of contracts will be collected here. This item also grants access to the contract sheet editor, your CLM notification templates, the CLM migration service and to the general CLM settings.

Entity management
You may access item lists (and their translations) used for full-featured entity management, for example regarding the types of constitution documents or corporate titles, here. This also grants access to entity management notification triggers and templates, and to the general entity management settings.

Workflows & approvals
The approval workflows and approval units of which they consist are collected and configured here. This item also grants access to workflow notification templates.

Users and licence
All user settings are collected here. Users may be managed individually, by user group or by user profile (which may cover multiple user groups and determines users’ authorisations). Specific authorisations may be enabled or disabled at will for groups of users. This item also grants access to licence information and user notification templates.

Configuration Weagree Wizard
Key functionalities may be enabled or disabled here. This item also grants access to the look & feel editor, Weagree Wizard languages, general (guest user) notification templates, user login and authentication settings and settings for API integrations.

Data integrity and retention periods (GDPR)
To prevent inadvertent or fraudulent deletion of files, party details, contracts or contract data, authorised users can restore such data and files during a configured period of time after deletion. In fact, every user-deletion can be undone through Weagree’s ‘recycle bin‘ on the Administrator page.

 

All of the above functionalities are elaborated in this knowledge base.

Terms of Use

I hereby accept (or reconfirm my acceptance of) Weagree’ Terms of use, in which:

Terms of Use

I hereby accept (or reconfirm my acceptance of) Weagree’ Terms of use, in which: