Contract User Management Guide

Introduction

As a Contract Administrator, you have the ability to control who can access and work on the contracts you manage. This includes adding existing platform users to your contracts, assigning them specific roles, modifying these roles, and removing users when necessary.

This system ensures that only authorized personnel can interact with contract data and functionalities, maintaining security and operational integrity.

Prerequisites

• You must be authenticated on the Fubwer platform.
• You must have the "Contract Administrator" role assigned to you for the specific contract(s) you wish to manage. Alternatively, Super Administrators have overarching access.

Accessing the Contract Member Management Page

To manage members for a specific contract:

1. Navigate to your dashboard after logging in.
2. Find the list of contracts you administer.
3. Select the contract you wish to manage.
4. Look for an option like "Manage Members" or a dedicated members tab/section for that contract. This will typically navigate you to a URL similar to /dashboard/contracts/[yourContractId]/members.

Viewing Contract Members

On the Contract Member Management page, you will see a table or list displaying all users currently associated with that contract. For each member, you can typically see:

• Their Name and/or Email Address.
• Their assigned Role within this contract (e.g., Editor, Viewer).
• The date they were added.

Adding a Member to a Contract

Contract Administrators can add existing Fubwer platform users to their contracts.

The process to add a member is as follows:

1. Click the "Add New Member" button (or similar) on the Contract Member Management page.
2. A modal or form will appear, prompting you to search for the user by their email address.
3. Enter the user's email and initiate the search.
   • If the user is found on the platform: Their details (e.g., name, email) will be displayed.
   • If the user is NOT found on the platform: You will be notified. You must then contact a Super Administrator to create a platform account for this individual. After they are on the platform, you can return to this step to add them to your contract.
4. If the user is found, select the desired role you want to assign them for this specific contract from a dropdown list (e.g., "Editor", "Viewer").
5. Confirm the addition. The user will now be a member of the contract with the assigned role.

Process Flow: Adding a Member

              graph TD
                  A[Contract Admin on
                  Member Page] --> B{Click 'Add Member'};
                  B --> C[Enter User Email];
                  C --> D{Search User};
                  D -- User Found 
                  on Platform --> E[Display User Info];
                  E --> F[Select Role for Contract];
                  F --> G{Confirm Add};
                  G --> H[User Added 
                  to Contract];
                  H --> I[Member List Refreshes];
                  D -- User NOT Found 
                  on Platform --> J[Inform Admin: 
                  User not on platform];
                  J --> K[Admin Requests 
                  SuperAdmin to 
                  Onboard User];
                  K --> L[SuperAdmin Creates 
                  Platform User];
                  L --> A; subgraph SuperAdmin Process
                      direction LR
                      K
                      L
                  end
            

Diagram: Flow for adding a new member to a contract.

Editing a Member's Role

You can change the role of an existing member within your contract.

1. In the list of contract members, find the user whose role you wish to change.
2. Click the "Edit Role" icon or button associated with that user.
3. A modal or inline editor will appear, allowing you to select a new role from the available options.
4. Select the new role and confirm the change.
5. The user's role within the contract and their corresponding access permissions will be updated.

Process Flow: Editing a Role

            graph TD
                A[Contract Admin on 
                Member Page] --> B(Find User in List);
                B --> C{Click 'Edit Role' 
                for User};
                C --> D[Window Opens: 
                Select New Role];
                D --> E{Confirm Change};
                E --> F[User's Role Updated 
                in Contract];
                F --> G[Member List Refreshes];
            

Diagram: Flow for editing a member's role.

Removing a Member from a Contract

If a user no longer requires access to a contract, you can remove them.

1. In the list of contract members, find the user you wish to remove.
2. Click the "Remove Member" icon or button associated with that user.
3. A confirmation prompt will appear to prevent accidental removal.
4. Confirm the removal.
5. The user will be removed from the contract, and their access permissions related to that contract will be revoked.

Process Flow: Removing a Member

              graph TD
                  A[Contract Admin 
                  on Member Page] --> B(Find User in List);
                  B --> C{Click 
                  'Remove Member'};
                  C --> D{Confirm Removal};
                  D --> E[Member 
                  List Refreshes];
            

Diagram: Flow for removing a member from a contract.

Project-Level Roles (Brief Overview)

While this guide focuses on contract-level member management, it's important to understand that Fubwer also supports more granular project-level roles.

A user's role within a contract (e.g., "Editor All Projects") might grant them default access to all projects under that contract. However, future enhancements or specific configurations may allow for assigning distinct roles to users for individual projects within a contract, potentially overriding their contract-level role for that specific project.

Details on managing project-specific roles will be covered in separate documentation if applicable to your administrative privileges.

Support

If you encounter any issues or have questions regarding user management, please consult the Fubwer platform's help resources or contact your Super Administrator or Fubwer support team.