Manage users, teams, and permission groups to control access to records and allowed actions across the workspace.
📑 Learn to:
💡 Things to Consider
Permission Groups should be configured prior to adding new users. (Add or Edit Permissions)
Configuring Teams is optional (Add or Manage Teams)
Intapp Properties has a per user pricing model. To add additional user licenses, contact your account manager.
To avoid creating a duplicate user, check to see if this user has already been invited before adding new users by viewing the “Pending” tab.
Troubleshooting: If the user's invite link has expired and is still pending, select the three dot icon to resend the invitation.
⚙️ Steps
Add a User
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Navigate to Settings by selecting the gear icon in the top right next to the user profile icon.
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Select User Management > Users
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Select "Invite User"
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Add the new user email and select an existing Permission Group/Team from the dropdown.
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Select "Invite".
An email will be sent to invite the new user to the workspace from info@termsheet.com and list the name of the user who invited the new user. 
Update User Access
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Navigate to Settings by selecting the gear icon in the top right next to the user profile icon.
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Select User Management > Users
- While viewing the "Users" tab, select the three dot icon on the right.
- Select Edit Access.
- Use the pop up to edit the Team or Permission Group applied to the user.
- Select Save