User management
Creating a new user
Last Updated: July 7, 20251. Click the Burger menu (three horizontal lines) in the top-right corner. 2. Go to Account administration > User management. 3. Click the ➕ (plus) button to add a new user. 4. Next, fill out the required fields in the form. Full name*: The complete name of the user. Position/Title: Enter the position or title of the user, for example Finance Manager. Role*: Select if the person will be Company user or Location user. Company users have access to all records in your account (Contracts, Companies, To-dos, Alerts, etc.) and Location users only have access to selected locations. The role cannot be changed later. However, you can change later the location(s) that a Location user has access to. Location(s): If you have selected “Location” in the previous field, choose here the Location(s) that the user will have access to. This can be changed later. Username/Email*: Enter the email address of the person which will also be their username. Phone number: Enter the main phone number of the user. Subscription level*: Choose “Pro”. Time zone: Choose the time zone of the user from the drop-down list. This information is used to correctly send out alerts, scheduled exports, to-do notifications for new to-dos as well as To-do summaries in the user’s time zone. The default time zone is UTC+01:00. Locked out: If you wish to block the access of a certain user to the Account, choose “Yes”. Allowed login IP addresses: Enter a specific IP address (divide multiple IP addresses with a semicolon) and the user will only have access to the account from this IP address. Company account owner: Select if the user will have Company account owner rights. This means that the user will be able to manage existing users, create new user, change Company information and more. A Location user cannot be a Company account owner. Read only: Check this box if you want this user to be a Read-only user. Otherwise, leave it unchecked. Company account owners cannot be Read-only users. Comments: Add comments about this user in the text field. Once you’ve completed the form, click Save. The new user will receive a welcome email with instructions on how to access Contractpedia. 💡 Note: Your Contractpedia invoice will be updated automatically to reflect the additional user.
Billing portal
Last Updated: September 24, 2025You can easily manage everything related to your Contractpedia subscription in the Billing portal. We partner with Stripe to ensure secure and straightforward billing. In the Billing portal, you can: How to Log in