Administrator Guide

1About this guideAs a Clause360 administrator you set up the foundations everyone else works on: who can sign in, what they can do, and… 2About this guideAs a Clause360 administrator you set up the foundations everyone else works on: who can sign in, what they can do, and… 3Setup orderSet up a new workspace in this order: each step uses what the one before it created, so working out of order… 4Setup orderSet up a new workspace in this order: each step uses what the one before it created, so working out of order… 5Organisation and contract numberingUnder Settings, Organisation, enter your full registered legal name, trading name, registration (CR) number, VAT number, registered address, country and cont... 6Organisation and contract numberingUnder Settings, Organisation, enter your full registered legal name, trading name, registration (CR) number, VAT number, registered address, country and cont... 7ListsUnder Settings, Lists, you manage the choices people pick from. Click Add standard lists once to start with sensible values, then adjust… 8ListsUnder Settings, Lists, you manage the choices people pick from. Click Add standard lists once to start with sensible values, then adjust… 9People and rolesLaw-firm workspaces also have client users, who see only the documents shared with them in the client portal. Custom roles (Settings, Custom… 10People and rolesLaw-firm workspaces also have client users, who see only the documents shared with them in the client portal. Custom roles (Settings, Custom… 11Groups and approval rulesUnder Settings, Groups, click New group, give it a name such as Legal reviewers or Finance approvers, tick its members and save.… 12Groups and approval rulesUnder Settings, Groups, click New group, give it a name such as Legal reviewers or Finance approvers, tick its members and save.… 13Templates, playbook, requests and counterpartiesThese are usually maintained by Legal, but an administrator sets them up first. 14Templates, playbook, requests and counterpartiesThese are usually maintained by Legal, but an administrator sets them up first. 15Security and sign-inBuilt in for everyone: two-step verification at every sign-in, automatic sign-out after 30 minutes without activity, and sign-out everywhere when a password… 16Security and sign-inBuilt in for everyone: two-step verification at every sign-in, automatic sign-out after 30 minutes without activity, and sign-out everywhere when a password… 17RecordsUnder Records, place a legal hold on a contract (or a matter) when it may be needed for a dispute or investigation.… 18RecordsUnder Records, place a legal hold on a contract (or a matter) when it may be needed for a dispute or investigation.… 19Running the workspace 20Running the workspace