---
title: "Contract Access Template"
slug: "contract-access-template-1"
updated: 2026-01-08T09:20:45Z
published: 2026-01-08T09:20:45Z
canonical: "help.symphonysummitai.com/contract-access-template-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Access Template

#### What is a Contract Access Template?

A Contract Access Template is associated with a set of Circles that are mapped to Sub-Categories of the Contract and Users. The Administrator defines the access configuration settings in the Contract Access Template. The users who are mapped to the particular Sub-Categories can edit or view the Contracts based on the type of access provided in the Template.

For example, if edit access is enabled to a user, John, for Sub-Category A and view access is enabled for Sub-Category B, John can view and edit the Contracts linked to Sub-Category A, however, can only view the Contracts that are mapped to Sub-Category B.

**To create a Contract Access Template, perform the following steps:**

1. Select **Asset > Configuration**> **Others** > **Contract Access Template**.
2. On **CONTRACT ACCESS CONTROL** page**,** select the **Tenant** and type in the Contact Access details, and click **SUBMIT**. For more information about the fields on the **CONTRACT ACCESS Template** page, see Field Description.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ZEUN8HLD.png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A02%3A21Z&se=2026-11-07T20%3A02%3A21Z&sr=c&sp=r&sig=UBt7UTcjkN7AEAfJcVehyTIyOsTgrGI1WyiJ1MVKlwI%3D)

Figure: CONTRACT ACCESS TEMPLATE page

**Field Description**

The following table describes the fields on the **CONTRACT ACCESS TEMPLATE** page:

| **Field** | **Description** |
| --- | --- |
| Details |
| Template Name | Specify the Template Name. |
| Restrict Edit Access To Sub-Category | Specify the Sub-Category for edit access. You can select multiple Sub-Categories. The mapped users can edit the Contracts linked to the Sub-Categories. |
| Restrict View Access To Sub-Category | Specify the Sub-Category for view access. You can select multiple Sub-Categories. The mapped users can view the Contracts linked to the Sub-Categories. |
| Active | Indicates the status set for the Contract Access. - If selected, the Contract Access Template is active and becomes available to the assigned Users. - If cleared, Contract Access Template is inactive. |
| Assign To Users | Specify the users to be provided access to view or edit Contracts mapped to the selected Sub-Categories. |
| Name | Displays the configured User Name. |
| E-mail Id | Displays the e-mail Id of the configured User. |
| Delete | Click the **Delete** icon to remove the User from the Template. |

#### ACTIONS

This section explains the icon displayed on the **ACTIONS** panel of the **CONTRACT ACCESS TEMPLATE** page.

**SHOW LIST**

Click **SHOW** **LIST** to display the **LIST** table showing the Contact Access Templates that are configured for the selected Tenant.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UEBEERVN.png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A02%3A21Z&se=2026-11-07T20%3A02%3A21Z&sr=c&sp=r&sig=UBt7UTcjkN7AEAfJcVehyTIyOsTgrGI1WyiJ1MVKlwI%3D)

Figure: CONTRACT ACCESS TEMPLATE list page

When the configured Contract Access Templates are displayed under the **LIST** table, the **Filters**, **ADD NEW, EXPORT TO EXCEL,** and **EXPORT ALL** action items are displayed on the **ACTIONS** panel.

- Click **Filters** to specify a filter criteria to view a particular set of Contract Access Templates.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VA4A137L.png?sv=2026-02-06&spr=https&st=2026-11-07T19%3A02%3A21Z&se=2026-11-07T20%3A02%3A21Z&sr=c&sp=r&sig=UBt7UTcjkN7AEAfJcVehyTIyOsTgrGI1WyiJ1MVKlwI%3D)

Figure: FILTERS pop-up page

- Click **ADD NEW** to configure a new Contract Access Template.
- Click **EXPORT TO EXCEL** to export the records displayed on this page to a Microsoft Excel sheet.
- Click **EXPORT ALL** to export all the records to a Microsoft Excel sheet.