Contract Requests Roles and Process Flow

Managing and creating contract requests involves many user personas. For example, the person who requests a contract (requester) might be a salesperson requiring a sales agreement for a customer, a procurement agent requesting an item and services contract, or a HR manager requesting an employment contract, and so on.

The different contract request personas are clearly defined as follows:

Persona	Description
Requester	Person who starts or requests a contract request.
Owner	Person on whose behalf the request is created by the requester. By default, the requester and owner are the same.
Approver	Person who approves the contract request. Usually, it's the requester's manager.
Assignee	Person who reviews the requests and makes sure all the necessary information is present to create a contract.
Contract Administrator	Person who does the essential setup such as setting up the contract request types and approvals, adding appropriate roles to the users, and so on.

Here's a sample contract request process flow.

For more information about the Contract Request process flow, watch this video: Overview of Contract Requests