Managing Contracts and Spaces

📄️ About Contract Management

A contract holds a Process Automation client's billing info, license count, and available add-ons, and governs what they can access.

The Contract Management page's four tabs: Overview, Spaces, Users, and how each is used to administer a contract.

Frequently asked questions about what a Process Automation contract governs and who can manage it.

Add spaces to a contract; by default only the Contract Owner can do this, though the permission can be delegated.

Add Contract Administrators, users with permission to manage a contract's users, spaces, and settings.

The User and Viewer license types in Process Automation and what each one permits.

The Group Administrator role lets a user add or remove members from the groups they've been assigned to administer.

A Space organizes your models, apps, and activities; each space is separated from the others in your contract.

The four user rights levels in Process Automation — assigned under Space settings — and what each one permits.

Standard and Extended value lists, used to populate dropdown menus in Process Automation forms.

Create hierarchical groups of users in Space settings to simplify assigning participants and sharing process apps.