Ask admin for access

Introduction

Ever found yourself stuck because you couldn’t see a user, template, or contract type — or because you didn’t have permission to perform an action like deleting or uploading a contract?

With the new Ask admin for access feature, you’ll no longer have to guess why or reach out to SpotDraft Support. Instead, you’ll now see a clear explanation of what’s blocking you — along with a built-in option to request access directly from your SpotDraft Admin.

How It Works

  1. Whenever you encounter a permission-related block, you’ll now see an “Ask admin for access” action.
    02. Selection modal.png
  2. Clicking it automatically creates a pre-filled task containing relevant details about your request. You can review or edit this information before submitting it.
    03. Task.png

By default:

  1. The due date is set to 2 days from the time of request.
  2. A reminder is automatically set for 1 day before the due date.
  3. The task is assigned to the Admin team.

Once submitted, your Admins are notified and can take the necessary steps to unblock you.

Where You’ll See It

While assigning users

  • Updating Business User: Some users cannot be selected as they have not been added as a creator for the contract type.
  • Updating Legal Reviewer: Some users cannot be selected as they are not added as editors for the contract type.
  • [Coming soon] Updating Signatory: Some users cannot be selected as they have not been added as a signatory for the contract type.

While creating a contract

  • [Coming soon] Selecting a Contract Type: You cannot select a contract type as you’re not added as a creator for that contract type.
  • Selecting a Template: You cannot select a template as you have not been added as a creator for the contract type linked to that template.

While managing contracts

  • [Coming soon] Performing actions like delete, download, or upload a new version: You cannot perform this action as your team doesn’t have the required permission enabled.
  • Cannot access a contract link: Trying to access a contract using a link takes you to a 404 page, as you do not have access to that contract or because the contract link is incorrect.
  • No results in repository based on filter: You do not see any contracts based on your search filters, as you don't have viewer access to any contracts which match the criteria. 

This feature helps streamline access-related requests, reducing back-and-forth and support tickets while giving users a simple, guided way to get unblocked faster.

 

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