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Setting Up Native Editor Access

Learn how to manage individual user access rights within the native document editor, assigning each user the appropriate level of access based on their role and responsibilities.

Written by Akshat Singhal

Overview

Native Editor Access lets you control what each user in your organisation can do within the on-platform document editor. Access is assigned per user and is categorised into three levels: Reader, Writer, and Commentator. This ensures that users can only perform actions in the editor that are appropriate to their responsibilities.

How to Access Native Editor Access

1. Click on Settings from the left-hand navigation bar.

2. Click on User Management.

3. Select the Native Editor Access tab.

Understanding Access Levels

Each user can be assigned one of the following access levels:

  • Reader: the user can view documents in the editor but cannot make any edits or add comments

  • Writer: the user can edit the document directly. All changes are tracked and visible to other collaborators

  • Commentator: the user can add comments on the document but cannot edit the content directly

Configuring Access

The Native Editor Access page displays a list of all users in your organisation. Each user has a row with checkboxes for Reader, Writer, and Commentator.

  • Tick the checkbox under the appropriate access level for each user

  • Only one access level should be selected per user at a time

Once you have configured the access levels, click Save to apply the changes.

Conclusion

Keeping editor access up to date ensures that users only interact with contract documents in the way that is appropriate for their role. Assigning Writer access only to those who need to make direct changes, and using Commentator or Reader access for reviewers, reduces the risk of unintended edits and keeps your documents accurate throughout the review process.

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